Client Services Administrator; Wealth Management

Our client is looking for a Client Services Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available.

Main

Duties and Responsibilities:

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• Achieve a comprehensive understanding of the new business process and assist to develop where necessary.
• Submitting all forms of new business.
• Creating New Business Event and updating once on risk / NTU'd.
• Ensuring that cases are progressed to the point of transfer completion and plans are put on risk.
• Updating X-Plan with full plan details.
• Follow the correct procedures to close off transferred / re-broked plans.
• Adding fund accounts and initial funds - including full account details e.g. risk profile, account type, mandate etc.
• Downloading all contract notes and saving to client records.
• Send communication to client once new plans are in place, along with policy documents, where applicable.
• Send fortnightly communications to the Advisers with updates on their cases.
• Ensure all cases are signed off by the Compliance Department and all pre- submissions are progressed until completion.
• Liaising with clients to arrange medical appointments.
• Following and updating threads on X-Plan and ensure all tasks are closed off on completion.
• Fund switches where new business is completed.
• Any other reasonable task that may be asked of you.

Salary is expected to be in the range of £30k (DOE.)

If you are interested in applying for this position then please forward your CV to Sam at Artemis Recruitment.