About the Client
Our client is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, they manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals.
They are part of a global AA-rated financial services group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. They have attained their size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.
In order to facilitate business growth, they are currently looking for a Client and Adviser Support Administrator to work alongside their internal distribution team, based in their offices in Bristol
About the Role
Clients are at the heart of this business. As a Client and Adviser Support Administrator you will work closely with the Wealth Planners; playing a key role in ensuring that both Wealth Planners (and most importantly their clients) are fully supported from new business through to ongoing client reviews, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant. You will also explore opportunities for referrals and professional connections adding value to the achievement of overall business targets both locally and across the wider business.
Key to this role will be your strong administration skills, your attention to detail and your ability to liaise and build strong relationships with clients and both internal and external parties.
This would be a great role for candidates who have experience of working in a Sales environment within the Financial Services sector (e.g. Wealth Management / Insurance/ Protection) who want to work in a great team environment and would like to gain a wider knowledge of Wealth Management/Investment products.
Required Knowledge and Experience
Successful candidates are likely to demonstrate the following:
- Sales Support experience within a Financial Services environment
- Strong administration skills
- Highly organised.
- Excellent customer services skills.
- GCSE Level (A-C) Maths or equivalent.
- Strong organisational skills and the ability to work with a high level of accuracy.
- Good communication skills both verbal and written.
- Proficient in Word, Excel
- Willing to study for the CII Certificate in Financial Administration.
Candidates with experience of Personal Pensions, ISA’s, General Investment Accounts and On-Shore Bonds would be of particular interest.