Wealth Builder Administrator

We work hard and have ambitious plans for the future, and we aspire to be the best in a competitive industry.

As our Wealth Builder department grows, we are looking for an Administrator to join and strengthen the team.  Your main job is to provide administrative support to our Financial Advisers and Head of Wealth Builder. Some of your main tasks will include:

• Processing the submission of new & top-up business to relevant provider platforms, checking adviser has provided full compliance requirements. Updating our back-office system (Intelligent Office) with the new business and uploading all relevant documents.
• Working with various provider platforms – to add expectations for new monies coming in, processing switches, purchasing and selling of funds and paying out ad hoc income requests
• Supporting and dealing with our migration project – moving assets from current platform over to Hubwise
• Support with creating 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.

Planning & Reporting:

• Deals with all aspects of work promptly to facilitate migrations and submission of new business/purchasing and selling of funds.
• Reporting to the Operations Manager.

External Relationships:

• Liaising with Providers/Platforms to process new business/fund switches/fund sales & purchases
• Dealing with client calls and emails.

Internal Relationships:

• Working closely with the administration teams and other support teams within the company
• Working closely with all Advisers to provide full support preparing for client meetings through to new business and adviser instructions.

Profile:

• 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.

This role is based at our head office in Hove.

If you have any questions or want to get more details regarding this position, get in touch with Head of Wealth Builder  Stuart Williams, stuart.williams@skerritts.co.uk.

To apply, send your CV/application to Stuart Williams, stuart.williams@skerritts.co.uk.