As an Investment Administrator at Shackleton, your main job is to provide administrative support to Financial Advisers and the Administration Team Managers. Some of your main tasks will include:
* Working with a number of provider platforms – to add expectations for new monies in. Processing Switches, purchasing and selling of funds and paying out ad hoc income requests
* Maintaining all work aspects from our white-labelled platform – Hubwise
* New business updates onto our back office systems – Intelligent Office
* Processing crystallisations of pensions, UFPLS and phased drawdown requirements
* Maintaining all client income requirements
* Maintaining all client regular and ad hoc contributions
* Supporting and dealing with our migration project – moving assets from the current platform over to the new platform
* Supporting Advisers in collating information/documents in preparation for meetings
* Processing and dealing with deceased cases – communications with executors and beneficiaries
* Obtaining updates of transfer cases.
* Supporting Advisers in collating information/documents in preparation for meetings
* Data Entry onto a number of our systems
* Ad hoc Projects.
Planning & Reporting:
* Deal with all aspects of work in a timely manner to facilitate submission of new business/purchasing and selling of funds
* Reporting to Platform Manager and Operations Director.
External Relationships:
* Liaising with providers/platforms to process new business/fund switches/fund sales & purchases
* Dealing with client calls and emails.
Internal Relationships:
* Working closely with the administration teams and other support teams within the company
* Working closely with all advisers to provide full support, such as preparing for client meetings and new business and adviser instructions.
Job Requirements
* Excellent interpersonal skills
* Ability to communicate clearly and concisely, both orally and in writing
* Working within a fast-paced office with a large team and the ability to work independently
* Ability to organise own workload, prioritise effectively and identify issues for escalation
* Ability to learn new software
* Previous work experience in the IFA Market/dealing with Provider Platforms – At least 3 years minimum experience required.
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