Purpose of the role
To aid the smooth transition of client onboarding through business merger and acquisition, including data integration and income reconciliation, with additional support to provide high-level administrative within the client services administration team.
Responsibilities
- Ensure accurate client data records are imported and updated as businesses are integrated.
- Bulk mailings to novating clients through acquisition.
- Update plan information as received from providers.
- Income reconciliation for onboarding firms.
- Tracking acquired firms onboarding income to ensure targeted expectations are met in line with acquisition requirements.
- See through bulk agency novation’s with providers, creating new records for anomalies identified in novation.
- Creation of new agencies for ad hoc providers as part of acquisition integration including due diligence forms and declarations.
- Assist with contract and licensing novation and cancellation for acquired businesses.
- Undertake monthly provider income reconciliation ensuring EDI links and Universal Uploader maintained, fully utilised, failures investigated.
- Oversight of e-services data feeds being maintained and anomalies identified and rectified.
- Point of contact for client portal queries, user credential issues and password resets.
- Update providers with correct servicing adviser information, maintaining platform administrator functions.
- Investigate outstanding fees or income, ensuring Curo is accurately reflecting expected income.
- Aid month end processes to meet company timescales.
- Issuing and matching of client fee invoicing.
- Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times.
Experience Required
- Previous experience within an administrative or finance role - Essential.
- A background in financial services - Preferred.
Who We Are
Here at Amber River SFIA we provide quality independent financial advice to our valued clients across the UK.
Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Our advisers aim to build lasting relationships with clients and our support teams are an essential part of this journey. We assist clients in achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way. Our Maidenhead head office serves as a base for the administrative and technical departments that provide support to both advisers and clients. Our team is proud of the client relationships we've helped to build and maintain over the years.
What We Offer
- Competitive salary
- Generous annual leave entitlement
- Company pension scheme to help you plan for the future
- Regular company social events to build connection
- Learning and development opportunities to accelerate your career growth
Applications
We are an equal opportunities employer and welcome applications from people of all backgrounds, identities, and experiences. If you need reasonable adjustments at any stage of the recruitment process, please let us know. Candidates are selected on merit based on skills, experience, and potential.
If you would like to join our friendly and supportive team, we'd love to hear from you.
Pay: £28,000.00-£30,000.00 per year
Benefits:
- Additional leave
- Company pension
- Enhanced maternity leave
- Financial planning services
Ability to commute/relocate:
- Maidenhead SL6 8LT: reliably commute or plan to relocate before starting work (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
