Client Administrator

The Beaufort Group forms part of Solomon Capital Holdings Ltd (Solomon) which is a new advice and wealth management group set up in August 2022 with an overarching mission to offer a new way, a better choice for clients and advisers. Centered on creating a technology-enabled business, Solomon are dedicated to bringing holistic and hybrid advice and high-quality customer service to mass affluent customers with £100k-£1m to invest and to delivering for shareholders and employees.

Set up last year by Andy Thompson and Darren Sharkey, Solomon are backed by leading Private Equity firm, J.C. Flowers & Co who are dedicated to investing globally in the financial services industry. Supported by this credible and specialist investor, Solomon Group's highly passionate and vastly experienced executive team align with a desire to offer a new way, where all colleagues will work in a supportive and progressive environment to build a truly exceptional advice and wealth management business.

As a member of the Client Administration Team you will be responsible for the day-to-day support and servicing of our clients. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.

Main duties:

Client Administration Support and Servicing to include:

• Processing and chasing new business
• Illustrations and projections
• Valuations
• Assist with the daily telephone answering within the team.
• Accurately update and maintain information on the back-office system
• Liaising with providers to obtain fund values/unit prices/transaction statements
• Preparation of enclosure documents for suitability reports
• Liaising with clients and providers
• Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
• To comply at all times with the Compliance and Training and Competence Procedures of the Company.
• Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
• Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
• Preparation for client meetings within agreed timescales following the Company’s Procedures to include all meeting pack documentation

Knowledge and experience:

• Highly knowledgeable in all aspects of financial service administration
• A strong level of technical and industry knowledge with a wide range of financial products and services
• Confident using Microsoft Office products and the ability to learn new systems and processes.
• Strong time management and prioritisation skills
• Good written and verbal communication skills.
• Ability to work under pressure with excellent attention to detail

Personal skills:

• Ability to build and develop effective working relationships
• Accessible, approachable and have a positive attitude
• Effectively work within a team
• The flexibility for and commitment to continual service development and improvement

Additional useful qualities and skills:

• Previous experience of Curo advantageous but not required
• Working towards, or willingness to work towards, industry qualifications

What we can offer:

• An interesting role with strong potential for personal growth and development as the company continues to grow
• An opportunity to work with collaborative colleagues in the Client Support and Service, Adviser and Paraplanning Teams who are committed to a good level of service delivery
• Competitive remuneration - dependent on skills and experience, plus bonus and an attractive employee benefits package.