Senior Administrator

Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills and have a flexible and proactive approach?

Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for a Senior Administrator.

You will report to the Client Support Team Leader and you will provide administrative support to Wealth Client Executives and Financial Planners whilst delivering excellent service to customers and colleagues.

DAY TO DAY:

• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
• Work with centralised Administration team for processing new client and annual review post meeting packs.
• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.
• Package and dispatch financial planning reports for the Financial Planners and their clients.
• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.
• Produce and issue client fee invoices.
• Participate in Teams weekly planning meetings focusing on the end-to-end client journey.
• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.
• Updating client platform account records accurately in line with company processes.
• Proactively review platform accounts and MI reports on a regular basis, ensuring that all are in order and any necessary work is carried out within agreed SLAs.
• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information.
• Any additional ad-hoc requests and support on company projects as and when required.
• Ensure all data is captured and entered accurately onto the back office.
• Regularly check data, fill gaps and amend errors where necessary.
• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
• Continually monitor policy records, ensuring that accurate valuations can be produced when required.
• Prepare existing client iO records ready for registration of PFP at Annual Review.
• Record all client activity, including telephone calls, emails etc, on the back-office system to ensure that an accurate and complete audit trail is available at any time.

WE WOULD LOVE TO SEE:

• Previous experience in a similar role.
• Competent user of Microsoft Office (Excel, Word, Outlook, PowerPoint).
• Experience working with Investment Wrap Platforms.
• Experience using Intelligent Office back-office system.
• Worked within a financial services environment.
• Desire to deliver exceptional service at all times.
• Excellent organizational skills.
• Strong interpersonal skills, both written and verbal communication.
• Excellent accuracy and attention to detail.
• Proven ability to work on own initiative.
• Knowledge of financial services.

AND FOR YOU:

• £25,000 - £27000 per annum.
• 25 days holiday plus bank holidays.
• Life assurance.
• Group pensions.
• Private medical care.
• Income protection.
• A range of discounts for schemes.
• Free fruit deliveries.
• Charity fundraisers and social events.

Please apply today if you would like to be considered for this role.