Client Administrator - Isio Wealth Planning

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Client Administrator - Isio Wealth Planning

We are looking for a self-motivated individual to provide support to the Consultants in our Croydon Office, managing data, client files, submitting Letters of Authority, managing and dealing with daily post and assisting Consultants in pre-meeting preparation and Client Reviews.

Role and Responsibilities

• Update fact find Information to the client management system (Intelliflo)
• Obtain policy information and valuations, maintain on Intelliflo
• Ensure any deadlines given by consultants/providers are met
• Maintain up to date client files
• Assist consultants in pre-meeting preparation and annual reviews
• Managing and dealing with daily post as directed
• Raising fees and invoices for consultants and corporate accounts
• Assist with the overflow of work in other areas
• Management of Letters of Authority; issuing and collating information
• Register and utilise appropriate extranet/websites and other forms of e-business
• Cash Balance Monitoring
• Operate within the compliance and corporate standards of the business
• Comply with the relevant financial regulations and rules atall times
• Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm at all times
• Keep up to date with all relevant product, legislative or technical changes

External and Internal Communications:

• Build and maintain strong working relationships with employees and line managers

Key Skills & Experience

Essential:

• Computer literate (Word, Excel, PowerPoint, Outlook)
• Interpersonal - team working and communicating with clients
• Proactive, willing to continue to develop, enthusiastic
• Highly organised, methodical, disciplined and meticulous
• Good organisational, time management skills and effective workload management
• Ability to prioritise and deal with pressure

Desirable:

• Knowledge of platform providers e.g. Aberdeen Wrap, Aviva Platform, AJ Bell, Royal London
• Knowledge of DFMs, e.g. Brewin Dolphin, Rathbones, Charles Stanley
• Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, EISs and VCTs
• Knowledge of personal and group pensions, SIPPs and SSASs
• Understanding of compliance processes and issues

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice.

What we offer you

Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits .

About Isio

Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email