Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Business Support Administrator.

This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week.

The Business Support Department is the backbone of the delivery of service provided to clients, both new and existing. Working as part of a hugely supportive team, you will be responsible for providing a first class administrative and business support service to the wider organisation.

Your main responsibilities will include:

Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:

Providing all necessary paperwork timeously for new and review planning meetings
Adopting a good client-first culture and ensuring that every client interaction is a positive one
Efficiently obtaining all necessary information about a client’s existing products using Letters of Authority, preparing illustrations and submitting new business
Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated
Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc
Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms and any other transactions, as necessary
Identifying clients due for review and following workflow to completion in line with processes
Ensuring all client records across various softwares are set up and accurately maintained in line with inhouse processes and regulatory requirements
Using internal systems as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience
Supporting the Operations and Compliance functions by ensuring that all Management Information is accurate and readily accessible
Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team
Carrying out any other activities or ad hoc project duties for the team as necessary
Completing all mandatory learning within the deadlines, and adhering to conduct rules at all times

Skills and Experience

Previous background working within a IFA or Financial Services organisation
Strong administrative experience
Highly organised, self motivated and proactive
Good knowledge of using Microsoft Office packages in particular Excel and Word
IT literate
Strong verbal and written communications skills
Excellent interpersonal skills with individuals at all levels, internally and externally
Flexible approach to work
The ability to work on own initiative and also work as part of a team is desirable

Benefits

Generous holiday allowance
Fully training and ongoing personal development
Group pension scheme
Healthcare
Study support
Study material and exams fees paid
Employee Assistance Programme
Death in Service
Flexible Benefits Package which includes Buy and Sell Holidays, Cycle2Work Scheme, PMI, Health Cash Plan, Dental Cover & retail discounts
Great opportunities for career progression including all the support you need to reach your career goals
Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs

This is a fantastic opportunity for a ambiotus and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career.

In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.

If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP!

Next Steps:

For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.