Company : NJR Recruitment
Job Location : Manchester, ENG, UK
Posted on : 2020-11-20T00:00:00.000000000Z
Job Description :
WEALTH MANAGEMENT SYSTEMS ADMINISTRATOR - Intelligent OfficeManchester30,000 - 40,000Our Client are a prestigious business with offices based in core cities throughout the UK who offer a genuinely bespoke Wealth Management service to a diverse range of HNW individuals.
They provide Investment Management, Financial Planning, Lending and Private Banking services, and now have a great opportunity for 'Wealth Planning Business Support' to join their Manchester office.
Reporting directly to the Group Head of Wealth Planning and providing direct support to the Paraplanning Team Leader the successful candidates primary responsibility will be the Operational Management of 'Intelligent Office' Systems, its Users and Data.
The role will entail;Management and maintenance of internal and third party data and valuation feeds, and client portaliO 'first line support' consisting of user support and assistance with problem and incident managementiO procedural and workflow updatesPreparation of timely and relevant Management Information (MI) and ad hoc MI requests in support of Paraplanning Team LeaderWork on bulk data exercises both within Wealth Planning and in conjunction with other departments (for example Compliance, Internal Audit, Finance, Pensions Administration etc)Maintain proactive dialogue with iO on developments, releases, testing and best practice.
Provide appropiate communications and updates to iO usersSupport to Paraplanning Team Leader in hosting internal iO user group events, planning internal training and support materialDevelop proficiency in iO Document DesignerSupport Paraplanning Team Leader and senior management in meetings with IntellifloTo be successful Candidates applying will have experience of the Wealth Planning profession having gained experience working for IFA Firms.
Experience and expertise in the operational aspects of the Intelliflo Intelligent Office business management system is also an absolute necessity.
NJR 10691Reference ID: 10691Job Types: Full-time, PermanentSalary: £30,000.00-£40,000.00 per yearExperience:Intelligent Office System Administration: 5 years (Preferred)COVID-19 Precaution(s):Remote interview processPersonal protective equipment provided or requiredPlastic shield at work stationsTemperature screeningsSocial distancing guidelines in placeVirtual meetingsSanitisation, disinfection or cleaning procedures in place
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