Senior Client Administrator – Financial Planning - London

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atomos wealth

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Here to make your dreams and financial ambitions a reality.

Wealth management • Investments • Savings • Retirement • Financial planning

201 - 500

Description

•Accurately process all New Business Submissions working with platforms and providers •Input and maintain new business data onto CRM in a timely manner •General administration to assist with meeting preparation and client enquiries •Updating client details, address changes, updating providers and clients •Continuously review workflows and processes •Open to providing coaching and support to colleagues and training •General deputisation for the Hub Team Leader when required

Requirements

•At least 3 years’ experience supporting a Financial Planner or Adviser •Good communication skills, comfortable with numbers, and highly organised •Ability to prioritise work and direct others to ensure work is completed within agreed Service Level Agreements (SLAs) •A proactive and innovative approach to problem solving, including persuasion and influencing skills •Experience working with a CRM (ours is XPLAN, all training provided) •Enjoys being part of a team, sharing knowledge and a natural desire to coach/mentor other team members

Benefits

•Competitive Pension Scheme - we contribute 6%, you 3% •26 days holiday plus bank holidays •Private Medical Insurance •Life Assurance (4x) •Group Income Protection •Work From Anywhere policy