Client Reallocation Administrator
Eight Financial Advice - Whiteley
Supporting the Mergers & Acquisitions Manager and the Client Reallocation Specialist, the Client Reallocation Administratorwill be responsible for following the Client Reallocation Process within Eight. The person will be pivotal in supporting the reallocation process, supporting our advisers, and ensuring that all transitions are handled with precision and care. This role includes day to day administration, managing single client sales and whole or part advisor client bank sales to support advisers' growth. Key responsibilities include:
- You will be responsible for supporting the client reallocation process, from initial identification through to due diligence and completion of transfers.
- You will also be responsible for supporting the Client Repatriation process, transferring clients between our UK and Asia business.
- You will be confident in communication and executing transactions.
- Support due diligence, liaising with Advisers to evaluate legal and financial aspects of client reallocation resulting in a seamless end to end process.
- Provide data, reports and insights to Advisers on client information highlighting key metrics.
- Attend Adviser meetings to support adviser with questions, sending follow up communications to attendees.
- Obtain and provide key information, loan requests and legal paperwork to and from St. James’s Place (SJP) in a timely manner to support the process.
- Assist with the smooth transfer of data from one adviser to another.
- Produce and support with any client communications.
- Assist Mergers & Acquisition Manager and Client Reallocation Specialist in any other ad hoc requests or projects.
Requirements
- Industry specific knowledge and experience preferred but not essential.
- Analytical thinker, able to identify patterns, inconsistencies, or errors in data quickly.
- Proven ability to drive, improve and develop process from start to finish.
- Comfortable analysing large amounts of data.
- Strong skills in Microsoft Excel preferred experience with formulas, pivot tables, VLOOKUPs, and data formatting.
- Excellent communication and interpersonal skills, with the ability to build rapport and relationships with Advisers and St. James’s Place.
- Ability to thrive in a fast paced, dynamic environment and adapt to changing priorities.
- Previous experience using CRM software (experience in Salesforce, Monday.com and My Practice is advantageous)
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Skills Required
- Analytical thinking; identify patterns, inconsistencies, or errors in data quickly
- Proven ability to drive, improve and develop process from start to finish
- Comfortable analysing large amounts of data
- Excellent communication and interpersonal skills; build rapport with Advisers and St. James's Place
- Ability to thrive in a fast paced, dynamic environment and adapt to changing priorities
- Industry specific knowledge and experience
- Strong skills in Microsoft Excel (formulas, pivot tables, VLOOKUPs, data formatting)
- Previous experience using CRM software (Salesforce, Monday.com, My Practice)
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
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