Our client based in South West London in the financial services industry are looking for a Senior Administrator to join their small and friendly team.
The role of Senior Administrator is to assist in providing administrative and technical support to the IFA / Director within the business. It will also be to assist and help manage the client servicing as regards contact from clients and the internal client case workflow.
•Assisting the Financial Planner in all areas of financial planning administration
•Supporting the Financial Planner in research and analysis to meet client needs and objectives
•Supporting the Financial Planner in preparing client financial plans and suitability reports
•Supporting the team with information gathering and research to meet client needs and objectives
•Supporting the team with the implementation of new business
•Developing and maintaining internal relationships to help maintain business flow and meet agreed service and standards targets
•Contributing to the smooth running of the technical & administrative functions within the business
•Continuous professional development to meet regulatory requirements and personal development needs
•Maintaining high level standards in the technical & administrative team and throughout the firm as a whole
•Pro-active in suggesting improvements for the continuing progression of the firm
•Keeping up with changes to software used in the business and training back office team members accordingly
•Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Essential Skills Required
•Understanding of the financial planning process
•Able to work within defined business processes
•Prioritise and plan own workload
•Detailed and accurate
•Excellent IT skills
•Good knowledge of financial services software