Case Management Administrator/PA

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Hours: 5 days per week – Monday to Friday - 9am until 5pm.

Salary; £25,000-£27,000p/a depending on experience

Contract type: Permanent

Benefits;

30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)

NHS Top up Medical Cash Plan (increasing with length of service)

Gym membership

Free onsite parking

Bike to work scheme

Exam support and funding

Inhouse development path for those that want to develop throughout the various roles

Team socials

Role purpose: An exciting new opportunity has arisen, and the role will be in the Case Management Team providing admin/pa support to the business's Financial Advisers and wider business. Build client relationships and their experience of being a client.  CM Team is the centre of all client interaction and experience working closely in tangent with the financial advisers.

Key Duties and Responsibilities:

• Proactive monitoring and management on all client cases from start to finish with the aim of achieving efficient start to finish process’s that contribute to internal process and external client experience.
• Regular direct client updates of ongoing cases (business, death cases and any other complex admin request such as DOA/Stock transfers).
• Weekly scheduled adviser meetings – running through pre agreed CM Team Meeting agenda to ensure all areas are covered
• Managing sign-ups ownership - Booking & Chasing sign-ups to ensure they are booked in as soon as possible
• Sign up packs for business
• Sending and monitoring of TT forms for new business payment, chasing of payments in a timely manner to ensure funds come across to the company promptly
• New business basics pack check/prep and pass through to PP team, ensuring basic information is in file
• Fluid updating when required for case updates in status
• Working with Paraplanner to ensure all relevant info from advisers is obtained and supporting them with any chasing of outstanding documents with clients and advisers
• Creation of Salesforce and Ibusiness records for all new clients, companies, trusts and trustees
• HMRC follow ups for Trust registration
• Completion of Corporate & Trust AML/ID for business
• Welcome calls to all new clients/bio & prep of welcome pack sending
• Ad hoc client actions/requests post client Annual review meetings
• Timely Death case management
• Monthly active Management of expiring prospects
• Withdrawals – taking instruction and completion of withdrawals – keeping client up to date throughout entire process
• Complex tasks completion – DOA/Stock transfers
• Active Adviser Inbox management – keeping on top of adviser incoming emails, dealing with what can be dealt with by the admin team.
• Analytics on request from Adviser
• Full client updates are kept up to date and always recorded by client contact record
• Answering of incoming office calls
• Supporting with other office ad hoc projects and resource
• Protection application keying on of application

Person Specification:

Genuine interest in Financial Services

Confident phone manner and dealing with clients

Keen to develop and learn

High level of attention to detail

Highly organised and works with a proactive attitude

Excellent written and verbal communication skills

Excellent IT Skills

Approaches work positively with a can-do attitude and take responsibility for own tasks

Manages time effectively and can work within set timescales

Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.