ARE YOU LOOKING FOR A CAREER IN FINANCIAL SERVICES?

Due to continued growth our Gillingham Dorset office has some exciting opportunities to join our friendly team within Future Wealth Management providing efficient administrative support to the Financial Planners & Paraplanners within the practice.
The Practice represents a FSTE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company’s proposition is further enhanced by its distinctive approach to investment management.

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, PowerPoint, Excel).
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.
Project a professional image in both appearance and attitude.
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.

ROLE PURPOSE:

The Business Administrator will support the Financial Planners/Client Service Manager in all aspects of their work and has a key role in delivering ‘excellent’ client service to clients of the practice. They are responsible for client administration generated from client meetings, business submission and incoming telephone, email and postal queries.

KEY DUTIES AND RESPONSIBILITIES:

Responsible for the administration of client information for the Financial Planners/Paraplanners, ensuring all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.
Responsible for managing the whole LOA process, chasing providers and 3rd parties to gain information required by Paraplanning team.
Gathering and chasing information from SJP administration centres and external 3rd parties to ensure client work is completed within given timescales.
Managing the client’s financial information and documents to update/create the Client Financial Review documents.
Supporting the Financial Planners with post meeting administration and client communication.
Providing weekly briefings to the Financial Planners and Client Service Manager to ensure everyone is kept up to date with progress of cases.
Completion of various application forms and documentation on the client’s behalf inc: AML, ID&V.
Prepare files including, compliance documentation, research, illustrations; supporting documentation, prior to advice.
Accurately submitting business using the online systems, adhering to compliance processes.
Updates and maintenance of the Client Relationship Management (CRM) system and other SJP IT systems.
Using SJP computer systems and following SJP/team processes to ‘place’ straightforward investments.
Answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries.
Support the day-to-day business operations within the Practice.
Maintain a good working relationship with colleagues, clients and third parties.
Completing training as required and proactively remaining informed of regulatory changes in financial services.
Any other duties as may reasonably be required for both the business and Financial Planners, consistent with the vacancy.