Financial Administrator

FINANCIAL PLATFORM ADMINISTRATOR - PART TIME

Education Level: Bachelor's Degree
Industry: Banking & Finance
Function: Administrative

Overall Job Purpose
My client are looking for a platform administrator to undertake the processing of all platform business and administration activities for new and existing High Net Worth clients. The successful applicant will be based in Berkshire and report to the Client Servicing Manager.

Previous Financial Services experience, especially in a Wealth Management
business, would be a key advantage. Platform experience is also desirable, but not essential, as full training will be provided.

Core Responsibilities
- Completion of all Platform applications and the associated paperwork.
- Data entry of all advised business on to the recommended platform(s).
- Application and system monitoring to ensure tax wrappers are established
appropriately.
- Accurate and timely processing of client withdrawal requests (including tax
wrapper transfers).
- Portfolio rebalancing assessments.
- Accurate and timely processing of fund purchases, disposals and all client
instructions.
- System and cash account management, including regular
investments/withdrawals.
- Plan valuations & information gathering on existing holdings when required.
- CRM updating and system management.
- Management of all ad hoc client administration, for example address
changes etc.
- Effective communication/resolution of client queries.
- Effective communication regarding case and platform processing.
- Completion of any other administrative tasks that fall within the remit of the team.
- Close liaison will all team members to ensure all business processes run
smoothly/effectively.
- Platform troubleshooting and problem solving when relevant.
- Reviewing existing processes and implementing improvements where
relevant.

Additional Responsibilities
Liaise with network and platform providers to ensure all practice material is
relevant and up to date and all practice members are aware of any relevant changes and updates.
To understand and adhere to the network's compliance and system practices, regulatory requirements and, where appropriate, comply with all relevant procedures.
This includes the completion of any mandatory training requirements.

Competence, Knowledge & Skills required
Ideally educated to Degree level in finance or accountancy
- Previous data entry and paperwork checking experience is essential.
- A strong background in administration is important.
- The ability to work quickly and accurately within tight deadlines.
- Highly detailed and conscientious individual.
- Strong personal organisation skills are essential.
- Good team player with the ability to work on own initiative.
- Flexible and open-minded to new ideas/learning.
- Strong personal work ethic.
- A track record of managing internal processes and improving working
practices is important.
- The ability to identify, understand and overcome issues is a key
requirement.
- Experience in dispute resolution would be beneficial.
- Knowledge of the advice process issues and regulatory requirements is
beneficial.
- IT literate, including the ability to use Email, Word, Excel and CRM systems
is essential.
- Experience of the IFDL and Zurich platforms is preferable, as is an
understanding of the
Capita CRM, Openwork systems, Virtual Cabinet document management and
Financial
Express Analytics. However, the successful applicant will receive appropriate
training on these
systems and will become fully competent in time.

Reports to Client Servicing Manager
Hours of Work 40 hours per week (9am to 5:30pm daily)
PRO RATA Salary Expectation GBP18,000 to GBP24,000 depending upon experience

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CH5 Recruitment Limited are an equal opportunities employer and act as a recruitment agency in relation to this vacancy