Administrator- Client Services
Davy, United Kingdom
Job Description
Davy is a market leader in wealth management and capital markets in Ireland. We are over 800 people, managing 14bn+ of our client assets, with offices in Dublin, Cork, Galway, Belfast, London and Luxembourg and the United States.
We aim to build client relationships that lead to real understanding. Understanding builds to great advice and world-class outcomes for our clients, whether they are individual people, businesses or large institutions.
Our vision is to be the financial services partner most trusted by our clients and most admired for our people. Developing our people is our priority and we are committed to embracing diversity in all its forms.
Key Responsibilities
- Provide administration and client relationship support to the Wealth Management amp; Financial Advisory Team
- Compile pre-meeting information from internal and external sources;
- Completing, checking and submitting client reports and take on documentation,
- Process new business and client instructions in a timely manner;
- Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties;
- Compile and maintain records to support research undertaken and solutions provided, and update client records as required within the DAVY systems
- Liaise with the Paraplanning Team as and when necessary
- Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales;
- Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;
- Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedule;
- Support the ongoing client relationship with Davy, in conjunction with the Adviser and administration staff;
- General administrative duties within the Wealth Management and Financial Advisory businesses.
Requirements
- At least 3 years’ relevant experience in a financial environment.
- Relevant experience in the use of financial services back-office systems and Microsoft Office programmes;
- A strong client focus to ensure effective service delivery;
- Demonstrable knowledge and understanding of financial planning products, services and issues, in particular in the areas of investment, pensions and protection;
- Relevant experience in the use of financial services back-office systems and Microsoft Office programmes;
- Relevant knowledge of the UK regulatory framework;
- Strong oral and written communication and presentation skills;
- A high level of initiative and enthusiasm;
- Ability to quickly build effective relationships at all levels of the business, including work colleagues, external clients, product providers and other such professional connections;
- Display a positive approach to change, remain calm and work well under pressure;
- Effective time and caseload management capabilities to meet strict deadlines;
- Adherence to the Firm's compliance processes and procedures;
- Working with the Firm's Compliance Officer and Compliance consultants to ensure the Firm's activities are compliant
Benefits
There are a whole host of other benefits that we offer including our city centre location, free access to our onsite gym, and impressive social calendar to name a few. We hope more than anything else that it is our diverse, welcoming and positive environment that makes Davy such a great team to be part of. Please note this role is full time based in Belfast.
Equal Opportunities
Davy wishes to ensure equal opportunity is given to all job applicants. This company will not discriminate on the grounds of race, gender (including gender reassignment status), sexual orientation, religious belief, political opinion, marital status, age or disability.