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SRM RECRUITMENT LIMITED
,
Guildford, Surrey
IFA Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
My client is an established wealth manager based in Surrey. They are expanding within one of their support teams and are looking for a good administrator to join the team. Job Duties: Processing the day-to-day administrative activities, such as new business and servicing clients. Perform all key administration duties (including opening post, allocating work, managing queries) timely and accurately Monitoring receipt of stock and cash and the associated reconciliations; and the ongoing review of negative or positive stock or cash balances to make sure they are in line with expectations. Monitoring your own work queues, re-allocating and escalating, to make sure the SLAs are met Owning the timely answering of customer and adviser queries (by post, phone or email) (including setting up Online Valuation Service) and monitoring of outstanding queries to a satisfactory completion Maintaining accurate client and adviser records; and updating timely upon receipt of instructions to do so Preparation and dispatch of welcome letters and other correspondence timely and accurately, in line with SLAs Identifying, managing and recording any failures in controls or risks, through recording key actions. Understand the rules and regulations that govern our processes, demonstrate an understanding of the regulatory impact if something goes wrong Processing client money transactions as required, including legacy monies, in accordance with CASS rules; and other relevant regulations To support any other general activities that may be required from time to time. Experience / Knowledge Experience of working in Investor / Client Services in the finance industry, preferably in wealth/asset management Skills · Team player with a positive, results orientated approach; · Communication skills with the ability to communicate effective - both written and verbally at all levels; · Strong Interpersonal skills; · Ability to prioritise workload and adhere to deadlines; · Good Problem Solving skills. · Ability to demonstrate tact and diplomacy when coping with difficult situations; · Good administrative and personal organisational skills; · Good numeracy skills. Good IT skills / ability to use Microsoft Office and Excel.