Our client is looking for an Administrator/PA to join their SJP Practice, with their head office based in London. This position will predominantly be a remote role, with travel into their London office once a month for team meetings. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.
Key duties and responsibilities:
- Provide high level technical and administrative support to the adviser.
- Deal effectively with queries from clients and other parties through effective communication;
- Prepare files including compliance required documentation; research; illustrations and supporting documentation;
- Ensure that files are complete with all required client identification documentation and necessary application forms;
- Pipeline management
- Process applications accurately and record the required management information;
- Request information from 3rd parties and follow up on outstanding requirements.
- Collate information for paraplanners.
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
- Record completion dates on tracker and all the relevant documentation on file.
- Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;
- Coordinate internal projects and determine the best use of resources to increase customer satisfaction;
- Monitor and measure client satisfaction.
Person Specification:
Knowledge and experience:
· Experience in client servicing sector (desirable).
· Experience of data collation and entry (desirable).
· Experience in cashflow management (desirable).
Skills and behaviours:
· Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
· Excellent written communication skills;
· Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams );
· Good organisation skills;
· Strong attention to detail;
· Manages time effectively with the ability to multi-task;
· Keeps calm when faced with conflicting demands and handles these effectively;
· Demonstrates a positive attitude at all times;
· Works well on own tasks as well as on shared goals as part of a team;
· Open to change with a creative approach to problem solving.
· Professional and confident in dealing with people, working with total discretion at all times;
· Confident decision maker.
If this role is of interest to you then please submit your CV to Josie at Artemis Recruitment.