Client Relations Administrator

Job Title: Client Relations Administrator Industry: Financial Advice Location: Bath Salary: Circa £24,000 Job Reference: 15253 Job Description: Recruit UK are working on an excellent opportunity for a Wealth Management Administrator to join a leading Independent firm with an excellent reputation in Bath. This is an excellent opportunity to work alongside and support one or more Financial Planners in a firm that pride themselves on proactively developing longstanding, effective relationships with their clients. They encourage their staff’s development through exam support and fantastic career progression opportunities.   Duties will include but not be limited to:

• Support the Directors/IFA in building & developing effective relationships with clients.
• Prepare directors/IFA for client meetings in a timely manner.
• Processing new business from initial proposal to policy documentation stage.
• Ensure client records on IRESS/Adviser Office and Platform are up to date 100% of the time.
• Assist with ad-hoc projects and any campaign activity.
• Keep up to date with all relevant product, legislative and technical changes, as required.
• Processing withdrawals, setting up regular contributions, changing/starting income.
• Moving funds from personal portfolio to ISA/SIPP, fund switches and rebalancing of investment portfolios.

  Benefits:

• A competitive salary of Circa £24,000
• Work closely with experienced and qualified Financial Advisers.
• Exam and study support with material (CII)
• Group personal pension plan
• 25 days’ annual leave per year, plus statutory holidays
• Modern office environment, positive culture

  Skills and Experience Required:

• Circa 5 years’ administration experience in an IFA setting (advantageous)
• Working towards minimum Cert PFS or Financial Administrator qualification (essential)
• Understanding of Standard Life Platform and IRESS/Adviser Office, XPlan, or IO (advantageous)
• Proficient IT skills in core Microsoft Office systems (essential)

• Excellent interpersonal skills, both written and verbal with clients and team members (essential)
• Quality management, to be accurate and have attention to detail (essential)

  Get in touch or apply online if you would like to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working on a wealth management Administrator role for a leading independent firm with an excellent reputation based in Bath.   Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience. This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.