Operations Administrator (Wealth Management) - Fareham

Operations Administrator (Wealth Management) - Fareham

Job description

Operations Administrator (Wealth Management) - Fareham

We have an opportunity for an Operations Administrator to join our clients team based in Whiteley, Fareham. You will report to the Platform Operations Deputy Manager, and we are looking for a candidate who can demonstrate a background of providing high quality administration and customer service within the financial services industry.

Our client offers a competitive salary and benefits offer, including flexibility of working form home 3 days each week.

Responsibilities :

- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.






- Process instructions received via our internal systems and by email, with great attention to detail and at pace.
- Responsible for managing daily client cash withdrawals and internal cash movements.
- Managing client deposits, collecting initial fees, and investing cash
- Providing ad hoc client / quarterly valuations, annual tax reports
- Processing mandate changes, instructing direct debit contributions
- Processing instructions to maintain in-house funds, and external platforms when required.
- This candidate should have good problem-solving skills and understands when to escalate issues further. Takes accountability in ensuring problems are seen through to completion.
- Potentially getting involved in some project work to further improve our systems and processes.
- Positively contribute to the team morale and energy, be a great team player

Experience and Qualifications :

- Knowledge of investment products ISAs,





GIA’s & wrapped products.
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey