Administrator (hybrid working) with award winning London IFA

We are Partners Wealth Management, an award-winning firm, founded to bring pure independent advice to meet the bespoke needs of high-net-worth individuals and businesses.

Our continuing growth means we are always seeking outstanding individuals with the experience and drive to help us deliver an unrivalled service to our clients.

Through the application of organisational excellence, you would be collaborating with our Chartered Financial Planners; delivering a first-class administration service; and continuing your professional development. Could this be you?

Job Purpose:

Provide client administrative support to the Financial Planners this will involve liaising with product providers, engaging with our CRM system, and handling client queries in a professional and compliant manner.

Working as a team with a Paraplanner, it is important to collaborate and maintain effective communication to ensure the smooth delivery of our unrivalled client service experience.

In addition, you will be responsible for submission of all new business to product providers/lenders.

This role is to fully support the Financial Planners to both service and grow their client business book. Opportunities for internal progression, as you develop skills & knowledge, are available as internal vacancies are advertised internally.

Key Responsibilities:

• Provide an excellent telephone-based service to clients and third parties.
• Liaise and communicate with clients, providers and third parties as required.
• Manage the underwriting processes from point of application to completion status - communicating progress as necessary to all relevant parties.
• Source relevant information and illustrations from providers on terms as set out by assigned Financial Planner/ Paraplanner.
• Compose covering letters to clients and assist with suitability letters for top ups to existing arrangements and annual reviews.
• Detailed checking of all new business applications prior to submission. Input of all new business, fees, contracts and renewals onto our CRM system.
• Preparation and dispatch of all new business packages to the relevant product providers.
• Complete client related activities or general tasks as instructed by the Financial Planner and follow through to completion dealing with any queries that arise from these activities.
• Submit & maintain all client file documents in accordance with our compliance requirements, identifying and correcting remedial actions as requested.
• Be aware and act upon any compliance, risk and quality issues.
• Maintain the accuracy & integrity of client data held on our CRM to include input and cleansing as appropriate.
• Develop and maintain effective relationships with colleagues, clients and third parties.
• Maintain up to date knowledge of procedures by reading all updates & action all notifications issued on the Intranet.
• Provide cover and support to other members of the team during sickness & holidays where deemed necessary by Directors of PWM.

You will have the following skills and experience:

1-2 years of operational experience within Wealth Management/IFA industry.

• Strong academic background with a desire to further develop and to undertake relevant examinations.
• Proficient IT skills in core Microsoft Office systems.
• Excellent Organisation and prioritisation skills.
• Outstanding verbal and written communication skills with an eye for detail.
• Professional smart business presentation.
• Professional telephone manner.

We can offer you a rewarding and fun working environment, where we will actively encourage you to develop your skills, and to become more knowledgeable in all aspects of financial planning. We positively support the taking of exams, and the spreading of knowledge through our Development Programme.

*No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.