You’ll be part of our lively and friendly client support team, providing administrative support. This is an exciting, fast paced, and varied role, which will include liaising with clients, Financial Planners, and the rest of the Magus team.
You’ll also be responsible for the efficient and accurate processing of business and delivering a first-class service to our clients and you’ll need to understand and add value when it comes to our client’s needs – looking at constant improvement and innovation.
What you will be doing:
Providing full administrative support in the onboarding of new clients
Maintaining and updating client data in a secure environment and accurate data input onto our back-office system
Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, and submitting new business applications
Building and maintaining excellent client relationships, liaising with them by phone, letter and/or email and booking client review meetings
Working with administrative teams to ensure application and provider forms are prepared as required and keeping clients updated throughout the process
Working with other professional advisers e.g. solicitors and accountants
Investment trading on provider platforms and obtaining required information
Running ad-hoc admin projects
Qualifications and skills required for the role:
A minimum of 1 years’ administrative experience working with high net worth, UK resident private clients and delivering financial planning and investment management services
To be able to demonstrate an understanding of financial planning and basic product knowledge
Knowledge of Word, Excel, Outlook and fully IT literate
You will need:
To have attention to detail, thoroughness, and accuracy
To have the ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
To have initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
Outstanding communication skills – verbal and written, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player
To be able to plan and organise your workload
To demonstrate initiative and be able to think on your feet
Experience working in a client facing environment
What we offer:
We’ll provide you with all the necessary support, training and continued learning you need and:
A starting salary between £25,000 and £30,000 depending on experience
22 days holiday per annum plus public holidays and additional holiday will be given during the Christmas period up to a maximum of 3 days, plus an additional day for every completed year – up to 5 years
Comprehensive benefits package including pension, private medical cover, and life assurance
This role is full-time, permanent, and based in our Gatwick office.
Apply with your CV and a covering note outlining what skills you can bring to our company by emailing us here.