GBWM
We are a Wealth Management practice providing bespoke financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.
We are now looking to recruit an Administrator with financial planning experience. The successful candidate will provide technical and analytical support for the office team. They will work directly with the business owners/financial advisers and other members of staff.
This is a full time Office based position – Based in Beckenham (South East London)
The Job:
Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow
Your duties will include:
Administration
- Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
- Learn to or have experience in writing Review letters/suitability letters on a variety of topics, Pensions, Investments
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Telephone liaison with Administration Centres and Paraplanners
- Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
- Working with the Partner and other office staff in all aspect of office management
- Diary management
- Handling calls in a professional manner, answering clients’ queries, passing on detailed telephone messages in a timely manner
- Creating and updating client records and our databases with financial and personal data
- Maintaining and accurately updating the CRM – using it to effectively manage the business workflow
- Deciphering policy information and inputting into the company CRM
- On boarding new clients to our company CRM
- Preparing client files for review meetings
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Completing illustrations and applications for new business
- Processing New Business and chasing through to completion
- Processing Application forms
- Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
- Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
- Maintaining accurate computer records
- Managing company compliance records
- Managing the new SJP meeting review process
- Managing business pipeline
- Learning to write basic Suitability Letters
- Assisting with marketing administration
- Other adhoc duties
- Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework
Systems Skills
- Accurate typing
- Advanced Microsoft Office, Outlook, Word and Excel
Essential Requirements:
- Previous experience within a Financial Planning role
- Studying towards or have a Diploma in Financial Planning
- Must have a can do attitude
- Must be flexible and adaptable
- Exceptional attention to detail is paramount
- Excellent communication skills
- Excellent written English, numerate and analytical
- Strong organisational skills
- Ability to use own initiative and Multi task
- Able to work additional hours when required
In return we offer:
- Opportunity to work for a growing company
- Company pension
- Friendly and positive working environment.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
