Do you have experience working in Financial Services, Wealth Management or Financial Planning? Are you looking for a role where you can develop your career within a successful and growing business?
We're looking for a proactive and organised Financial Services Administrator to join our growing Adviser Support team. Working closely with our Financial Advisers, you'll play a key role in delivering an outstanding client experience, ensuring every stage of the client journey is handled efficiently, accurately and professionally.
This is an excellent opportunity for someone with financial services experience who is looking to broaden their knowledge, take on greater responsibility and build a long-term career within a supportive and collaborative environment.
For more than 30 years, Seventy Seven Wealth Management has been delivering trusted financial advice and exceptional service to clients. We pride ourselves on building long-term relationships and helping clients achieve their financial goals through personalised advice and support.
Our core values of integrity, honesty, reliability, commitment, respect and professionalism underpin everything we do and are central to the way we work with both clients and colleagues.
Working alongside our strategic partner, St. James's Place, our team is committed to delivering exceptional outcomes and an outstanding client experience.
As part of our Adviser Support team, you will be responsible for maintaining strong client relationships, supporting advisers with a wide range of administrative and technical tasks, and ensuring all client actions are completed accurately and within regulatory timescales.
Key responsibilities for this role are as follows:
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Completion of post meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches.
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Producing cash flow modelling reports for a clients current and future circumstances.
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Creating fund performance comparisons between multiple investment portfolios.
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Preparing LOA’s and chasing policy information from third party providers.
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Assisting the advisory team with tax year end including the use of client allowances such as ISA, CGT and pension contributions.
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Assisting with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments.
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Attending key client meetings.
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Handling client queries on phone, email and letter etc as required.
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Liaising with all members of the team and third parties, such as St. James’s Place, stockbrokers, accountants, other financial providers, etc with regards to our clients and their investments.
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To ensure we carry out all client requests efficiently and smoothly while meeting all regulatory timescales.
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Ensure data entry and document filing adhere to the 77wm procedures, taking responsibility for ensuring that rigor is maintained so that all client and 77wm data is accurate and easy to identify and retrieve.
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Working closely with and assisting with other departments as and when required.
To ensure our clients receive the best customer experience you will have the following skills and experience:
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Highly motivated and dedicated to providing excellent Advisor Support
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Professional mature approach to all aspects of the business
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Good problem-solving skills
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Excellent communicator who can work as part of a team and on their own
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Able to work to deadlines as there are time critical elements of the role such as withdrawals and switches to be processed. Also able to manage conflicting priorities.
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Show initiative and commitment to completing tasks
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A “can do” and positive attitude.
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Knowledge of Office365 Sharepoint and OneDrive preferable.
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Knowledge of financial industry useful.
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Competitive salary.
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Career development and progression opportunities.
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Modern, newly refurbished offices in a beautiful countryside setting.
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Free on-site parking.
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Company pension scheme.
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Employee and client referral scheme.
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Additional day off for your birthday.
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Supportive and friendly team environment.
Please note: Due to our office location, access to your own transport is essential.
