Administrator

☞ Skerritts

View: 99

Update day: 17-05-2024

Location: Brighton & Hove South East

Category: IT - Software

Industry: Financial Services

Position: Mid-Senior level

Job type: Full-time

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Job content

About Skerritts

We are an award-winning, Chartered, independent financial planning business. We’ve been helping people plan their financial futures for more than 30 years. Our clients know we are a safe pair of hands, always willing to go the extra mile. We believe that financial planning is about more than just money; it’s about the life you want to lead, your goals, and your ambitions. We therefore focus on developing a long-term strategy to assist you with achieving your financial life goals. You’ll find us a welcoming firm with family-led values and big ambitions. Everything we do comes from a foundation of strong ethics, which means we always go the extra mile.

The Role

We are looking for an Administrator to provide administrative support to the Wealth Builder or Wealth Management teams.

Summary of Job Purpose

• Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements. Updating our back-office system with the new business and uploading all relevant documents. Back-Office system - Intelligent Office.

• Working with various provider platforms – to add expectations for new monies in. Processing Switches. Purchasing and selling of funds. Paying out ad hoc income requests.

• Supporting and dealing with our migration project – moving assets from current platform over to Hubwise.

• Annual Client Review Reports.

• Helping to ensure client review meetings are booked into Adviser diaries if required.

• Supporting Advisers in collating information/documents in preparation for meetings.

• Answer overflow telephone calls in support of the Receptionist.

• Ad hoc Projects.

Experience

▪ Excellent interpersonal skills

▪ Ability to communicate clearly and concisely, both orally and in writing.

▪ Working within a fast-paced office with a large team and the ability to work independently.

▪ Ability to organise own workload, prioritise effectively and identify issues for escalation.

▪ Strong computer skills.

▪ Ability to learn new software.

▪ Excellent Time Keeping.

▪ Previous work experience in the IFA Market/dealing with Provider Platforms – At least 3 years minimum experience required.

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Deadline: 01-07-2024

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