Senior Adviser Support Administrator - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Wealth Management firm in London is seeking a Senior Adviser Support Administrator. The role includes providing administrative support to financial advisers, arranging client meetings, and ensuring compliance with regulations. Successful candidates will have strong interpersonal skills and at least five years of experience in adviser support.

Qualifications

• Minimum 5 years experience in adviser support role.
• Strong interpersonal and time management skills.
• Experience with business processing on wrap platforms.

Responsibilities

• Provide administrative support to financial advisers.
• Arrange client meetings and prepare necessary documentation.
• Undertake compliance checks and maintain client records.

Skills

Interpersonal skills

Time management

Analytical skills

Attention to detail

Education

Certificate in Financial Planning or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Outlook

Voyant

Job description

Type of Position: Senior Adviser Support Administrator - London
Pay: £30k - £40k

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package.

Responsibilities

To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:

• Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes
• Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
• Arranging client meetings for the adviser via email or telephone
• Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing annual review packs including annual fee tables
• Undertaking client anti-money laundering checks in line with compliance procedures
• Preparing and submitting applications and supporting documents to product providers both electronically and in paper form.
• Inputting new business proposals to the back-office system in line with Company procedures
• Undertaking fund switches and rebalances upon the instruction of the client and adviser
• Dealing with day-to-day client and provider correspondence by post, email and telephone.
• Maintaining accurate records of all verbal and non-verbal communications with the client
• Maintaining accurate information on the back-office system
• Maintaining client files in line with Compliance procedures including scanning of documents where required
• Keeping track of fees and chasing where appropriate
• Previous experience in an adviser support role (at least 5 years)
• Previous experience of processing business on wrap platforms
• Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
• Ability to work as part of a team as well as on your own initiative
• Ability to critically evaluate information, probe and challenge the facts
• A flexible and adaptable attitude towards work
• Ability to work accurately and in accordance with procedures
• Excellent time management, ability to meet deadlines
• Experience of using provider platforms and product provider extranet sites
• Experience of Microsoft Word, Excel, Outlook
• Certificate in Financial Planning or equivalent

Highly desirable

• Previous use of the Salesforce back-office system
• Previous use of Voyant software
• Experience of working for a Discretionary Fund Manager

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .