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private client administrator

  • Finance
  • Camberley
  • £28000 - £35000 per annum
  • Permanent
  • Full Time
  • ghpca
  • 05 Jun 2018
  1. Jobs in Surrey from Office Angels
  2. Office Angels
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Private Client Administrator



* Full time - Permanent
* £28,000 to £35,000 (Dependent on experience)
* 25 days holiday
* Career progression
* Free parking available



A well established IFA is urgently looking for a Private Client Administrator to join their team on a permanent full time basis based in Godstone. The opportunity will allow you to join a dynamic, forward thinking company who are going to support your ambitions and offer great career progression.

Your role:

* Preparing new client and client review packs for client meetings
* Assisting with the production of accurate client portfolio valuations and statements
* Recording client information and keeping it updated on internal systems
* Obtaining literature, illustrations and forms from providers
* Preparation of Annual Review Packs for Annual Client Reviews
* Records all new business and advice events accurately on internal systems
* Provides agenda and details requirements prior to client meeting
* Managing Correspondence and Maintaining Client Files
* Complying with FCA and Company Compliance Procedures at all times
* Complies with the requirements of the General Data Protection Regulation (GDPR)
* Ensures all interactions with clients, colleagues and professional partners are carried out in a
* professional and courteous manner
* Ensures the preparation of valuations are in accordance with company guidelines
* Ensures all new business is submitted and recorded correctly and in a timely manner



Your skill set:

* Experience using Wrap system is adventurous
* Be working to or maintain a basic technical knowledge and qualification
* Previous experience of back office financial planning systems



If you are interested in this role apply today and call Georgie at Office Angels. 01293 539 000

Office Angels is an Equal Opportunities Employer, and works as a Recruitment Agency for temporary vacancies. Please be aware that we are currently receiving a high volume of applications and will endeavour to contact all applicants, however if you have not been contacted within 72hrs please assume that you have not been successful on this occasion and your CV will be kept on record for future positions Office Angels is acting as an Employment Business in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://www.office-angels.com/candidate-privacy

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