Valuations Support - GBS UK - Wealth Management

Gallagher ,
Salisbury, Wiltshire
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Job Description

Do you want to try something new? Organised and dedicated, putting in 100% effort at all times, we would love to hear from you. Our friendly and encouraging office are looking for a Valuations Administrator to join them. This is a 12 month fixed term position. It's a busy and dynamic role which provides a fresh challenge for you daily; from making calls to our providers and speaking to advisers and Client Support teams, to taking care of multiple queries that come in to the office. You'll need to be accurate and take pride in your work as getting things right first time is important to us. * You are a dedicated and efficient office support looking after both Advisers and Clients. This involves being hardworking, determined to help and motivated by seeing quality results. * Work individually and as part of a team to deliver work in an efficient and timely manner, you will be working towards both time and quality targets. * You are an advocate for our business, protecting and enhancing our reputation and client retention by focusing on the quality of the service you provide. Are you keen to make a real difference? Your Key Accountabilities: * Develop positive relationships, liaising with colleagues and other departments to achieve your deadlines. You work collaboratively with a high-functioning team; all keen to deliver the best. * You will prepare, complete and issue Wealth Management client valuations * Every day dealing with systems and providers to obtain values and fund performance results. * Keep everyone updated with progress towards agreed deadlines, and communicate clearly in all directions on work related matters. * We're big on continuous improvement, as such, if you can think of a better way of doing something, we'd love to listen. * Participate regularly in meetings, including highlighting issues and owning actions through to resolution * Carry out your duties within our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Person Specification: * Good standard of general education including Maths and English * Evidence of Continuing Professional Development * CII Certificate in Financial Planning/Services or CII Award in Financial Administration would be a real advantage but not essential. Technical Knowledge and Understanding: * Knowledge of Pensions, Investment and Protection products. Experience with wrap platforms and DFMs is also extremely desirable. * Experience working with product providers, thorough knowledge of FCA regulatory requirements and motivated to keep up to date with industry changes and regulation. * We require you to be IT literate and able to manage your own diary. Your Experience: * Proven experience in Wealth Management administration and confirmed Financial Services administration experience. * Strong problem solving skills, clear communication skills and a high level of accuracy and attention to detail. * Excellent organisation skills, with ability to work to tight deadlines and handle multiple tasks. * You are also eligible to work in the UK. Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customised solutions that will protect them and fuel their futures.

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