We are seeking a Financial Administrator/Client Services Support to join our Client Services Team at our Head Office in Norwich. This is an exciting opportunity to work at SG Wealth Management.

Ideally the successful candidate should have the passion and drive to succeed in a fast paced, professional administrative office environment. Excellent understanding or experience of working in an in a financial services back office function is desirable.

Key responsibilities:

• Provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
• Producing plan information on request and proactively, liaising with product providers appropriately.
• Liaise with Paraplanners to ensure that client reports are issued in a timely manner.
• Communicate with clients using all methods, whilst being able to handle complex and sensitive queries which may have been delegated to you by the Financial Planner / Wealth Manager.
• Accurately maintain client information, ensure all administrative work is diarised and actioned in Intelliflo Office (iO) and all relevant correspondence is attached and recorded.
• Respond to client queries promptly and clearly.
• Process business documentation, including set up of new policies and plans and dealing with any application forms and instruction letters as needed.
• Deal with all work requirements using time and priority management techniques.
• Other general administration duties as assigned.

Qualifications:

• GCSE Grade A-C or 9-4 including English and Maths
• Certificate in Financial Services and or willingness to undertake exams towards qualification (desirable)

Knowledge and Skills:

• Self-motivated, accountable and committed with excellent team player skills.
• Strong communication skills both written and verbal.
• Excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships.
• Good team player with the ability to work on own without constant supervision.
• Has good understanding of a Client Services environment including dealing with administrative complex cases.
• Experience of working in a client services support role in a financial environment (Advantageous)
• Strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach.
• Highly numerate with excellent problem-solving skills and consistently solutions focussed.
• Strong team player, fostering strong working relationships across teams and other departments.
• High quality of both written and spoken English.
• Excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint.
• Good working knowledge and experience of using Intelliflo Office system (Advantageous).

Closing Date  – Monday, 16th September at 08:00

Interviews – w/c 23rd September 

How to apply

Please send your CV and covering letter – noting which positions you have experience in, and whether it is the Norwich or Ipswich office you want to be considered for – to careers@sgwealthmanagement.co.uk