Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio services, property financing and renewable energy. As an environmental, social and governance (ESG) investor, we work for a positive impact. We’re proud to be entrusted with over £750 million in assets under management.
We are looking for an experienced administrator to join our friendly Client Excellence team.
The Client Excellence team has an essential role in delivering support and excellent service to our clients which include advisers and end investors. As part of the Client Excellence team, you will champion world-class service standards whilst building on your technical knowledge of all Blackfinch products and the wider environment in which Blackfinch sits. This is an excellent introductory role to the company and paves the way for you to evolve within Blackfinch in the future, offering many career development opportunities.
Key Responsibilities
* Application Processing – The accurate and timely processing of application forms: email communications; manage outstanding requirements; check anti-money laundering; check application form information against SalesForce and add new details. Meet service standards for acknowledgement. Continual case review until conclusion.
* General Enquiries – The professional answering of adviser and client phone call or email enquiries within service standards. Accurate responses. The appropriate referral or redirection to other teams. Clarity of task ownership when passing on enquiry to another member of staff.
* Dealing (pre & post) – The accurate and timely processing of pre and post dealing processes and systems.
* Valuations, Fees & Withdrawals – The accurate and timely production of ad-hoc and quarterly valuation requests.
* General Product Administration – The accurate and timely processing of: Adviser Novations; Share reconciliations; Death events; 2 year holding process and issue of letters.
* General Administration Support. Processing post; Banking; Literature requests; Scanning documents.
* Data Integrity – The accurate input, maintenance and checking of systems data, spreadsheets, file saving, and Salesforce records.
* Working with the Client Excellence Manager, you will play a key part in helping us to move to a more automated client engagement model via automation, robotics and straight through processing (STP).
* Compliance with company policies, regulatory, professional, and legal requirements.
* Any other ad hoc duties that may be required.
Skills, Experience & Qualifications
Essential Skills and Qualities
* Strong and accurate communication skills, both written and on the phone.
* Extremely accurate with an eye for detail.
* Excellent organisational skills.
* High quality interpersonal skills.
* Computer literate, with a knowledge of Microsoft programmes, as well as the ability to use database and CRM systems.
* Strong and flexible work ethic.
* Self-motivated and tenacious.
* An appetite for learning and their own development.
Desirable Experience
* Experience in a professional services environment, preferably Financial Services.
Desirable Qualifications
* Hold, or willing to work towards, relevant industry qualification i.e. RO1, CF1.
We reserve the right to close the vacancy early, should we receive sufficient applications.
Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences.
Job Types: Full-time, Permanent
Pay: £26,000.00-£28,000.00 per year
Benefits:
* Company car
* Company events
* Company pension
* Enhanced maternity leave
* Enhanced paternity leave
* Gym membership
* On-site parking
* Private medical insurance
* Work from home
Schedule:
* Monday to Friday
* No weekends
Ability to commute/relocate:
* Gloucester, GL3 4AH: reliably commute or plan to relocate before starting work (required)
Work authorisation:
* United Kingdom (required)
Work Location: Hybrid remote in Gloucester, GL3 4AH
Reference ID: Client Excellence Gloucester
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