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Job description

TIFFANYS WEALTH MANAGEMENT LTD

Financial Services
Administrator

Position Description

• Financial Administration

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 their 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.
• Managing Adviser diaries.
• To assist with smooth running of the office.
• To work alongside the Practice Manager 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.

Client Administration

· Scanning documents and shredding client files.

· Collating Client Appointment Packs.

· Filing client files.

· Production of Wealth Accounts and Investor Returns.

· Obtaining and forwarding Letters of Authority.

· 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.

· Liaising with Practice Manager and PA ensuring client reviews are up to date.

· keep your knowledge and training up to date by completing required and additional training modules.

General office Duties

· Opening, dating and scanning post.

· Being a point of contact for clients, answering the telephone, greeting clients and visitors to the office.

· Posting mail.

· Administration relating to company bulletins.

· 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 line Manager of any possible breaches of Compliance.

Client Administration

· Client servicing including start to finish Review process.

· Process or allocate action points relating to Client Financials/debrief actions.

· Review Sales Consultants debrief for actions.

· Requesting information and chasing up clients/third parties.

· Responding to client emails.

· Client updates.

Advantage/preferred

• Previous PA Experience

Must have

• Financial Services experience (Pensions and Investments)

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)

Job Types: Full-time, Permanent

Salary: From £25,000.00 per year

Benefits:

• Company pension

Schedule:

• 8 hour shift
• Day shift

Ability to commute/relocate:

• Farnham, GU9 8BB: reliably commute or plan to relocate before starting work (required)

Work Location: In person