Location: Ower, near Romsey, Hampshire

Salary: c. £25,000 per annum, depending on experience and qualifications

Job Type: Full-time, Permanent

Hours: 35 hours per week, Monday to Friday, 9.00am–5.00pm, with a 60-minute unpaid lunch break

The Role

We are looking for a Client Administrator to join our established and growing Financial Services team at New Forest Wealth Management.

This is a varied role with primary responsibility for our Money Out function, alongside secondary support for our wider Account Servicing function.

You will take ownership of client requests from initial instruction through to completion, working closely with clients, Financial Advisers, colleagues, St. James's Place administration teams and other third parties.

We are a busy, dynamic and friendly team, so we are looking for someone who is organised, accurate and comfortable taking ownership of their workload while working collaboratively with colleagues.

What You'll Be Doing

Your responsibilities will include:

• Managing single and regular withdrawals across ISAs, Unit Trusts, Investment Bonds, International Investment Bonds and Retirement Accounts

• Processing stock transfers and changes, increases or decreases to client income

• Managing requests to stop income, payment holidays and changes to bank details

• Ensuring Money Out requests are progressed accurately and efficiently through to completion

• Maintaining accurate and up-to-date client records on Salesforce and other relevant systems

• Providing secondary support for Account Servicing work, including changes to trusts, fund switches, rebalancing and ISA feeders

• Supporting bereavement cases, including the distribution of funds

• Preparing client files for Drawdown

• Undertaking general investigative work, including helping to resolve errors, client queries and ad-hoc issues

• Liaising with St. James's Place administration centres and external providers to progress outstanding requests

• Monitoring and responding to client, provider, telephone and email enquiries

• Supporting the oversight and management of the main team inbox

• Providing wider administrative support to our Financial Advisers and the Practice when required

• Ensuring work is completed accurately, professionally and in accordance with regulatory and compliance requirements

• Full training and support will be provided in areas where required.

About You

We are looking for someone who is:

• Methodical, organised and highly accurate
• Comfortable working in a busy Financial Services environment
• Able to manage priorities and complete work within agreed timescales
• Confident communicating with clients, providers and colleagues, both by telephone and email
• A self-starter who can take ownership of tasks and progress work independently
• Someone with excellent attention to detail and good written and verbal communication skills
• Confident using Microsoft Word, Excel and Outlook

Previous experience within Financial Services or Wealth Management is essential, and experience within a St. James's Place Practice would be advantageous but is not essential.

Experience using Salesforce would also be beneficial.

Why Join New Forest Wealth Management?

New Forest Wealth Management is a well-established and successful Senior Partner Practice of St. James's Place.

We are a growing business with a friendly and supportive team and place a strong emphasis on developing our people. This role offers the opportunity to broaden your knowledge and experience across client servicing while becoming an important part of the day-to-day support we provide to our clients and Financial Advisers.

Benefits

• Salary c. £25,000, depending on experience and qualifications
• 33 days’ holiday per year, including Bank Holidays and the Christmas office closure
• Your birthday off, in addition to your annual holiday entitlement
• Company bonus / profit share scheme after qualifying period
• Company pension scheme
• Death in service cover after qualifying period
• Optional private medical cover after qualifying period
• Long-service loyalty bonus
• Free on-site parking
• Friendly, supportive working environment
• Office location just off the M27 near the Ower Roundabout

If you have Financial Services or Wealth Management experience and are looking for a varied client administration role where you can take ownership, work as part of a supportive team and broaden your experience, we’d love to hear from you.

Apply with your CV and a brief overview of your relevant Financial Services experience: