Job Description

• Checking and signing off new accounts and obtaining missing information if applicable
• Performing AML and due diligence checks on new accounts and accounts changing service.
• Liaising with Pension and Offshore bond Providers to gain permission to open accounts where applicable
• Creating accurate and correctly structured client records on the CRM system.
• Assisting with the transfer in and out of portfolios and liaising with Pension and offshore bond providers where applicable.
• Assisting with the administration of deceased client accounts
• Liaison with Front Office Investment management teams and Operations to ensure timely processes of work and issue resolution
• Relationship management with Front Office Investment Management teams

Handles tasks with thoroughness and accuracy. Recognizes and resolves errors. Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language. Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date. Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs. Acts as a resource to the team. Treats colleagues with professionalism and respect. Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes. Willingness to learn. Good operational knowledge of departmental processes. Develops basic knowledge of the industry and ensures individual work contributes to the success of the Company. Demonstrates initiative and capability within the role and shows potential for future development. Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.

Benefits

• All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
• Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
• Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
• Life Assurance: 4x your salary, cover can be increased at your own cost
• Income Protection: 75% of salary payable after 26 weeks of absence

Required Knowledge, Skills, and Abilities

Successful candidates will be ideally familiar with the WDX CRM and the Figaro system or experience of working with a Client Relationship Management System on a regular basis. Word and Excel intermediate level required. IOC and AML qualifications preferable and willingness to study towards this and other qualifications considered appropriate for the role. Experience in a similar role in Financial Services. Experience of the Investment management industry would be desirable, alongside the Financial Adviser industry.