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Client Services HNW Wealth Planning Administrator

Location: MILTON KEYNES, BUCKINGHAMSHIRE Salary: 20000 - 25000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: about 4 hours ago Reference: 3102618
My Client a leading Provider of support to IFA and Wealth Planning Advisory firms globally and is actively looking to recruit a Client Services Administrator to be responsible for supporting a client bank of over 450 intermediaries.    This is a fantastic role for someone with a background in Financial Services Administration within Investments Funds and Wealth Planning.   The client rewards skills and talent and you will  

The main duties will include the following:- 

Client services support for the client bank of over 450 Intermediaries across the globe.

Dealing with daily queries in a timely and professional fashion.

Sending out Terms of Business, checking regulation on receipt of Terms of business and ensuring the IFA is compliant.

Performing an annual check of those intermediaries to ensure they still meet the FCA criteria and we can conduct business with them

Inputting investment information into our bespoke system including NAV Prices and Dividends

Investment reconciliation with the relevant fund houses and product providers

Providing confirmation to the relevant IFA’s of when commissions are due etc.

Running Commission Statements and helping with all aspects of the commission run at the end of each month, invoicing

Gathering management information for reporting

Providing weekly sales figures


To be considered you must be able to demonstrate the following:-

- Investment Administration exposure within Wealth Planning or an intermediary within          Financial Services or Investments 
- Currently dealing with the Administration of a Portfolio of HNW Clients
-  Discretionary Fund Management and Administrative wraps such as Novia
- Involvement within Investment Funds
-  Exposure to Portfolio Bonds and Investment Administration

The client offers 25 days holiday, pension, discretionary bonus, parking and really lovely offices. 







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