Client Services Administrator

We’re growing and want you to be a part of our journey.

• Manage individual workflow tasks, meeting client and team expectations and internal deadlines (SLA s)
• Onboarding new clients
• Administration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products: ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTs
• Process client trades on platforms
• Prepare annual review packs for client meetings and monitor and take action to ensure all annual reviews are completed and recorded in line with SLAs
• Cash Balance Monitoring
• Deal with client correspondence / post, portal and general queries
• Accurately record client plans and fees on Intelliflo and platforms
• Build and maintain strong working relationships with clients, teams members and line manager
• Provide additional support to team as required
• Check all compliance documentation is present
• Support project work as required
• Demonstrate a sound understanding of Isio policy and procedures
• Undertake appropriate professional development and training
• Comply with FCA regulations
• Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm
• Keep up to date with all relevant product, legislative or technical changes.

• Previous experience in an IFA / wealth environment
• Interpersonal – team working and communicating with clients
• Previous experience processing new business and client trades on platforms, ideally using Intelliflo
• Able to liaise with clients confidently by telephone and email
• Proactive, willing to continue to develop, enthusiastic
• Highly organised, methodical, disciplined and meticulous
• Ability to prioritise workload and work to deadlines
• Knowledge of platform providers e.g. Aberdeen Wrap, Aviva,
• Knowledge of Intelliflo portal - PFP
• Knowledge of DFMs:
  Brewin Dolphin, Investec, Charles Stanley
• Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, GIAs, EISs and VCTs
• Knowledge of personal and group pensions, SIPPs and SSAS

• Power in Partnership
  :
  We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus
  :
  We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference
  :
  We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First
  :
  We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business
. The variety of work that’ll be available to you will enable you to do this.

You can find out more about Isio and the benefits we offer on our careers website.

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.