Financial Services Administrator / Client Account Executive
- Job Reference: 10506
- Date Posted: 8 August 2018
- Recruiter: Paul Mitchell Associates
- Location: Leicester
- Salary: £20,000 to £25,000
- Bonus/Benefits: Holiday, Auto Enrolment Pension
- Sector: Accounting & Finance, Administration & Business Operations, Commercial & Clerical
- Job Type: Permanent
- Work Hours: Full Time
Our client, based in Leicester, Coventry and Nuneaton have engaged Paul Mitchell Associates on an exclusive basis to recruit an EXPERIENCED Financial Services Administrator / Client Account Executive. This is a full time, permanent position.
This opportunity will suit an accomplished administrator who has at least 5 years' experience working in the financial services industry. The role will be varied and will predominantly include pension and investment business for high net worth clients. It will involve working in a busy and pressurised environment.
The team-orientated approach within the firm makes a personable manner essential.
*To prepare files for new and existing clients and to maintain all client files in a compliant and tidy manner.
*To ensure that advisers have completed necessary documentation i.e. Fact Finds, Client Agreements, Service Agreements, Anti Money Laundering Verification Documentation to ensure that files remain compliant prior to recommendations being made and any transactions being processed.
*To gather sufficient information i.e. information on existing plans/arrangements, research for proposed new plans/arrangements to enable adviser to review client needs.
*To prepare client valuations as and when required to enable adviser to review client needs.
*To ensure that all necessary plan/arrangement information and necessary forms, illustrations/ quotations are available prior to a report request being made by the adviser.
*To assist in the completion of appropriate forms as necessary to enable new business to be processed or enable changes to existing contracts on behalf of advisors/clients as and when required.
*To structure letters to providers, clients etc. to obtain information or enable any transactions to be processed using appropriate standard letters as provided.
*To construct suitability reports for advisers.
*To ensure that transactions/requests are completed in a timely manner as outside influences dictate.
*To answer telephone calls and other general administrative duties.
Skills and knowledge
*Good PC knowledge
*Prioritise and plan own workload
*Highly organised individual
*Ability to work independently and in a team
*Knowledge of Iress software, Intelligent Office, Genovo and the Standard Life Platform would be advantageous.
*At least 5 years previous experience providing administrative support within a wealth management organisation
*CII qualifications desirable, but not essential.
If you possess the relevant experience, please apply now! Alternatively, you can call Paul Mitchell Associates on 01162549404 for more information
Paul Mitchell Associates is acting as an Employment Agency in relation to this vacancy.
If you do not consent to Paul Mitchell Associates contacting you and processing your data in line with GDPR please DO NOT apply.