Address
Form of work
SalaryExperienced Financial Client Support Administrator - Hybrid - Liverpool St - £33-35k Salary, plus bonus
Our client is a Wealth Management, financial planning company who are now looking for a Client Support Administrator to join their team.
Responsibilities Include:
- Preparing first meeting packs as and when required
- Inputting fact find details into our back office system Intelligent Office (IO)
- Set up clients on IO
- Input case onto IO
- Input initial fee (commission) onto IO
- Input expectation of future income onto IO
- Obtain illustrations (Exchange or other methods)
- Obtain KFds or KIIds
- Input ATR Questionnaire into Financial Express (FE) EValue
- Print ATR Report outcome via FE
- Input Lifetime cash forecasting information into via Truth (where relevant)
- Prepare suitability letters for Adviser sign off (using templates or software)
- Obtain & copy Anti Money Laundering documents
- Complete verification form for Adviser signature
- Pass prepared case to Compliance (using checklist)
- On-Line Processing (where relevant)
- Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
- Chasing business Weekly planning / strategy meeting with Adviser
- General Admin Answer phone - as and when along with other CSS (Shared duties)
- Open post - as and when along with other CSS (Shared duties)
- Liaise with providers / clients / third parties - as necessary
- Support diary function of designated adviser
Hours: Flexbible (35 a week)
Salary: £33-35k plus bonus
Please apply to Turner Wise Recruitment today and we will contact all successful candidates within 48 hours
