Client Services Administrator (Wealth Management)

Our client is looking for a Client Services Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available. Main Duties and Responsibilities:- • Achieve a comprehensive understanding of the new business process and assist to develop where necessary. • Submitting all forms of new business. • Creating New Business Event and updating once on risk / NTU’d. • Ensuring that cases are progressed to the point of transfer completion and plans are put on risk. • Updating X-Plan with full plan details. • Follow the correct procedures to close off transferred / re-broked plans. • Adding fund accounts and initial funds – including full account details e.g. risk profile, account type, mandate etc. • Downloading all contract notes and saving to client records. • Send communication to client once new plans are in place, along with policy documents, where applicable. • Send fortnightly communications to the Advisers with updates on their cases. • Ensure all cases are signed off by the Compliance Department and all pre- submissions are progressed until completion. • Liaising with clients to arrange medical appointments. • Following and updating threads on X-Plan and ensure all tasks are closed off on completion. • Fund switches where new business is completed. • Any other reasonable task that may be asked of you. • Salary is expected to be in the range of £30k (DOE.) If you are interested in applying for this position then please forward your CV to Sam at Artemis Recruitment.