Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Business Support Administrator.This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week.The Business Support Department is the backbone of the delivery of service provided to clients, both new and existing. Working as part of a hugely supportive team, you will be responsible for providing a first class administrative and business support service to the wider organisation. Your main responsibilities will include:Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:Providing all necessary paperwork timeously for new and review planning meetingsAdopting a good client-first culture and ensuring that every client interaction is a positive oneEfficiently obtaining all necessary information about a client’s existing products using Letters of Authority, preparing illustrations and submitting new businessMonitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updatedProcessing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etcManaging proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms and any other transactions, as necessaryIdentifying clients due for review and following workflow to completion in line with processesEnsuring all client records across various softwares are set up and accurately maintained in line with inhouse processes and regulatory requirementsUsing internal systems as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experienceSupporting the Operations and Compliance functions by ensuring that all Management Information is accurate and readily accessibleSupporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the teamCarrying out any other activities or ad hoc project duties for the team as necessaryCompleting all mandatory learning within the deadlines, and adhering to conduct rules at all timesSkills and ExperiencePrevious background working within a IFA or Financial Services organisationStrong administrative experienceHighly organised, self motivated and proactiveGood knowledge of using Microsoft Office packages in particular Excel and WordIT literateStrong verbal and written communications skillsExcellent interpersonal skills with individuals at all levels, internally and externallyFlexible approach to workThe ability to work on own initiative and also work as part of a team is desirableBenefitsGenerous holiday allowanceFully training and ongoing personal developmentGroup pension schemeHealthcareStudy supportStudy material and exams fees paidEmployee Assistance ProgrammeDeath in ServiceFlexible Benefits Package which includes Buy and Sell Holidays, Cycle2Work Scheme, PMI, Health Cash Plan, Dental Cover & retail discountsGreat opportunities for career progression including all the support you need to reach your career goalsAnnual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIsThis is a fantastic opportunity for a ambiotus and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career.In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP!Next Steps:For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & FacebookWhilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.Equal OpportunitiesUtopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.