Senior Adviser Support Administrator - London

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package.

Responsibilities 

To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:

• Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes 
• Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager 
• Arranging client meetings for the adviser via email or telephone 
• Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature 
• Preparing annual review packs including annual fee tables 
• Undertaking client anti-money laundering checks in line with compliance procedures 
• Preparing and submitting applications and supporting documents to product providers both electronically and in paper form. 
• Inputting new business proposals to the back-office system in line with Company procedures 
• Undertaking fund switches and rebalances upon the instruction of the client and adviser 
• Dealing with day-to-day client and provider correspondence by post, email and telephone. 
• Maintaining accurate records of all verbal and non-verbal communications with the client 
• Maintaining accurate information on the back-office system 
• Maintaining client files in line with Compliance procedures including scanning of documents where required 
• Keeping track of fees and chasing where appropriate 

Essential 

• Previous experience in an adviser support role (at least 5 years) 
• Previous experience of processing business on wrap platforms 
• Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner 
• Ability to work as part of a team as well as on your own initiative 
• Ability to critically evaluate information, probe and challenge the facts 
• A flexible and adaptable attitude towards work 
• Ability to work accurately and in accordance with procedures 
• Excellent time management, ability to meet deadlines 
• Experience of using provider platforms and product provider extranet sites 
• Experience of Microsoft Word, Excel, Outlook 
• Certificate in Financial Planning or equivalent 

Highly desirable 

• Previous use of the Salesforce back-office system 
• Previous use of Voyant software
• Experience of working for a Discretionary Fund Manager 
• Progression towards Diploma qualification  

If you are interested in this position then please forward your CV to josie@artemisrecruitment.co.uk 

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