TIFFANYS WEALTH MANAGEMENT LTD
Financial Services Senior Administrator
Position Description
- Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role – Team Leader/Management experience essential
Person Description
- Must be extremely Organised and able to multitask.
- Must have strong communication skills.
- Team Player.
- Dependable and reliable.
- Determined and positive mindset.
- Must be able to use initiative.
- Demonstrate a hard working attitude, willing to go the extra mile.
Main Objectives
- To deliver a First Class Service to the Advisors and clients
- Overseeing Advisor diaries
- Staff 121’s
- Point of contact for Staff members to assist with queries/issues
- To assist with the daily running of the office
- To work alongside the Management Team ensuring excellent client outcomes
- To build knowledge in Financial Services
- To build and maintain strong relationships with clients and keeping them up to date with progress on their requests
- To liaise with external providers gathering information
- To provide Administration support to the Advisors ensuring accuracy and attention to detail
- Ensure Staff are up to date with training
Client Administration
- Production of Wealth Accounts and Investor Returns
- Client servicing process including Annual Reviews
- Managing and overseeing the completion of Debrief actions
- Seeing cases through from start to finish via our case tracking system.
- Holding weekly staff meetings
- Gathering information for reports
- Business Processing using multiple systems
- Completing Actions requested from the Advisors
- Ensure processes are followed within our internal systems such as updating client data correctly in line with compliance
- Working alongside PA ensuring client reviews are up to date
- keep your knowledge and training up to date by completing required and additional training modules
- Provide training to staff members on any updates/changes to processes
- Ensuring our training material/checklists and systems are up to date
- Data recording of Partner summaries
- Liaising with Paraplanners
- Ensuring invoices/insurances/complaints/errors are dealt with and managed
General Office Duties
- Being a point of contact for clients, answering the telephone, greeting clients and visitors to the office
- Overseeing Mailshots/marketing
Compliance
- Ensure your knowledge of Compliance issues is up to date and take examinations as required to evidence this
- Ensure all tasks within your remit are carried out in a Compliant fashion, in relation to both internal procedures and regulatory requirements
- Advise Management team of any possible breaches of Compliance
Advantage/Preferred
- Previous management Experience
- Previous St. James’s Place Wealth Management experience
Must Have
- Financial Services experience (Pensions and Investments)
- Team leader/worked alongside management assisting with management duties
Technology
- Imputing and maintaining information on company databases
Benefits
- Permanent position, subject to probationary period of six months
- Salary dependent on experience. Potential to increase as skills develop and role responsibility progresses
- Holiday of 4 weeks i.e. 23 days in addition to public holidays
- Pension included. (autoenrollment after probation period)
- Private Medical Cover (after probation)
Job Type: Full-time, Permanent
Salary:Â Dependent on experience
Schedule: 8:45am – 5pm Mon - Fri
Ability to commute/relocate:Â Farnham, GU9 8BB: reliably commute or plan to relocate before starting work (required)
Work Location: In office
Job Types: Full-time, Permanent
Schedule:
- Monday to Friday
Experience:
- Team management: 1 year (preferred)
- Administrative: 1 year (preferred)
Language:
- English (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person