An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes.


Skills required:


Proven experience within Financial Services.
Confidential, reliable, and trustworthy.
Self-motivation, resilience and a clear focus on attention to detail and high-quality output.
Ability to work collaboratively with colleagues and build strong relationships and networks.
Strong communication skills.
Strong Organisational and time management skills
Regulatory Awareness – Understanding compliance requirements within an IFA environment.


Desirable: To be working towards or achievement of a Level 4 relevant industry qualification.


Duties:


Accurately process new business on Curo using event lists.
Process new business on relevant platforms.
Monitor new business through Curo event lists.
Update Curo with new client information and perform data cleansing.
Process withdrawals and contributions onto platforms.
Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA.
Pre-complete provider forms for clients.
Produce review packs for adviser meetings.
Schedule client annual review meetings.
Supporting Administrators as required
Issue suitability reports and post-meeting correspondence accurately and within agreed timescales.
Enter existing business transactions, including withdrawals, into Curo.
Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion.
Process Letters of Authority and liaise with providers as required.
Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.