Graduate Client Services Administrator

Graduate Client Services Administrator (Edinburgh)

7IM Princes Risborough, England, United Kingdom

Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.

• Processing letters of authority and phoning providers for up-to-date information regarding plans or policies
• Inputting of Fact Finds into the system for new clients and existing clients and any client change of details e.g. bank accounts, addresses
• Creating Statements of Suitability (SOS) for clients post meeting and updating the relevant systems and spreadsheets.
• Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
• Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal.
• Setting up payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Manage workflow through a task management system and monitoring mailbox
• Keeping back-office systems and client databases up to date and accurate including unmapped accounts and suspense items
• Producing reports including valuations, performance summaries and transaction statements inc meeting note preparation
• Review mail and allocate to respective Advisers within the team or internal office

• Accuracy and attention to detail when reviewing reports.
• Organisation of own workload to meet deadlines.
• Good communication skills, both oral and written
• Ability & willingness to identify and suggest improvements in processes / service levels.
• Ownership & Initiative
• Good knowledge of operational administration including settlement, custody, and clearance

• Good working knowledge of all Microsoft office applications specifically Excel

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.

• Reports into Private Client Team Leaders/Managers

• Internship

• Full-time

• Other