POD Admin

VANRATH are delighted to be assisting a Major Wealth Management Client with the Recruitment of Administrators to join a growing and dynamic team based in their Belfast Office.

Hours - Mon-Fri - 09:00-17:00 + Hybrid

Salary - £25,000 - £27,000 + Benefits Package

Responsibilities:

• Provide administration and client servicing support to the POD and Wealth Managers.
• Assist in the scheduling of client annual reviews and the preparation of meeting packs meeting packs, valuations and all other documentation required.
• Quality evaluation of compliance documentation, drawing advisers' attention to any issues or documentation needing updated as and when required.
• Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings
• Liaising directly with back- office teams based in Dublin and third- party providers to ensure data amendments. payments and income for clients are scheduled and actioned per client's request in a timely and efficient manner.
• Direct customer call back and contact regarding the verification of client requests.
• The ability to deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
• The actioning and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition to the company.
• Maintain accurate client records across all company systems and other provider systems.
• Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures.
• Adherence to the Firms regulatory obligations and compliance processes and procedures.

Essential Criteria:

• At Least 2+ Years Previous Administration Experience (Ideally in a Financial Services Company)
• Client Servicing and Administration Skills: Ability to provide administrative support to Wealth Managers and the POD, assisting with client reviews, meeting preparation.
• Compliance and Legal Knowledge: Understanding of compliance requirements, with a focus on quality evaluation of compliance documentation.
• Attention to Detail and Accuracy: Ensuring the timely and accurate implementation of actions arising from client meetings, as well as maintaining precise client records
• Communication and Coordination: Strong communication skills, particularly when liaising with clients, back-office teams, and third-party providers.
• Process Improvement Mindset: Demonstrating a proactive approach to identifying opportunities for improving service delivery.

‘’I was contacted by VANRATH in regards to a job I had applied for. They were extremely helpful and gave me a number of positions to apply for. They had interviews set up in a number of hours and I secured a position within days. They kept we well informed throughout the process and has continued to touch base after I have started my new role. Couldn't recommend enough.’’

‘’VANRATH were extremely supportive throughout the recruitment process and answered any queries I had, whilst keeping me informed of progress the entire time. This provided me with more confidence going into the interviews and helped me to secure my new role. Highly recommend!’’

‘’I would highly recommend VANRATH who I found to be thoroughly helpful, informative and efficient from first point of contact. Within a week of sending my CV I had interviewed and received an offer for a new role’’