PRIVATE CLIENT ADMINISTRATOR

Location: Gomshall, Surrey

Salary: £23-35k

Our lovely client who is well established are seeking a Client Administrator to provide comprehensive administrative support to advisers and paraplanners. 

Accountabilities:

• Manage the administration workflow
• Develop, consistently implement and review processes
• Receive and implement requests from advisers and paraplanners
• Register and utilise appropriate extranets/websites and other forms of e-business
• Maintain up to date client records and data using our back-office database, Intelliflo
• Maintain up to date records on our document management system, Virtual Cabinet
• Obtain plan information from providers
• Process and track new business applications
• Prepare and issue Letters of Authority and track responses
• Invoice preparation
• Liaise with clients and providers

Skills, knowledge and experience:

• Previous experience in an IFA environment or similar financial background is essential as is working on investment platforms
• Some group pensions administration experience may also be useful
• Interpersonal - team working and communicating with clients remotely
• Proactive, willing to continue to develop, enthusiastic
• Highly organised, methodical, disciplined and meticulous
• Ability to prioritise
• Computer literate – Outlook, Word, Excel
• Excellent keyboard skills