My client is looking for an experienced Private Client Administrator to join their busy team in the London office on a 12 month fixed term contract.The role will be to provide administrative support to the Private Client Director and Technical Support team. This company is a Wealth Planner, Asset Manager and Employee Benefit specialist working independently to provide objective advise that align to their client's best interest. The role will suit an experienced individual who enjoys working autonomously in a driven and high-performing team. JOB DETAILS
Some of your responsibilities will be to:
* ·Use appropriate systems and processes to submit new business to providers
* ·Obtain information from clients to facilitate Annual Suitability Reviews
* ·Produce accurate client portfolio valuations and statements using Intelligent Office
* ·Complete and assist with trades and portfolio rebalancing, as required
* ·Assist with cash management control on client accounts (bonds, SIPPs, etc)
The successful candidate will have at least 3 years experience within the independent sector of the financial services industry, in a relevant administration role and have comprehensive experience of using iO to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
in recognition of your hard work, you will be rewarded with a generous basic salary with a discretionary bonus payable based on performance and an attractive benefits package is also offered, which includes pension contributions, PMI, PHI and DIS. This role also comes with a strong possibility of extension beyond the initial 12 month contract.
Please quote 43432 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.