We’re growing and want you to be a part of our journey.

Client Services Junior Administrator

Isio Wealth Planning are looking for a self-motivated individual to provide support to the Consultants in our Croydon Office, managing data, client files, submitting Letters of Authority, managing and dealing with daily post and assisting Consultants in pre-meeting preparation and Client Reviews.

Role and Responsibilities

• Maintain Client Information: Regularly update fact find information in the client management system (Intelliflo).
• Policy Management: Obtain and maintain policy information and valuations on Intelliflo.
• Deadline Adherence: Ensure all deadlines set by consultants and providers are met.
• Client File Management: Keep client files up to date and organised.
• Consultant Support: Assist consultants with pre-meeting preparations and annual reviews.
• Daily Post Management: Handle and manage daily post as directed.
• Fee and Invoice Management: Raise fees and invoices for consultants and corporate accounts.
• Cross-Departmental Assistance: Provide support in other areas as needed.
• Letters of Authority Management: Issue and collate information for Letters of Authority.
• Digital Tools Utilisation: Register and use appropriate extranets, websites, and other e-business tools.
• Cash Balance Monitoring: Monitor and manage cash balances.
• Compliance and Standards: Operate within the compliance and corporate standards of the business.
• Regulatory Compliance: Adhere to the Financial Services and Markets Act 2000, FSA Statements of Principle & Code of Practice, and relevant FSA rules.
• Anti-Money Laundering Procedures: Follow the firm’s compliance, T&C, and anti-money laundering procedures.
• Continuous Learning: Stay updated with relevant product, legislative, and technical changes.

Key Skills & Experience

Essential:

• Technologically Proficient: Comfortable using various software applications, including Word, Excel, PowerPoint, and Outlook.
• Interpersonal Skills: Strong team player with excellent communication skills, capable of effectively engaging with clients and colleagues.
• Proactive and Enthusiastic: Eager to learn and grow, demonstrating a positive and enthusiastic attitude.
• Highly Organized: Detail-oriented, methodical, and disciplined, with a strong ability to manage tasks efficiently.
• Effective Time Management: Skilled in organizing and prioritizing workload, with the ability to handle pressure and meet deadlines.

• Knowledge of platform providers e.g. Standard Life Wrap, Aviva, Cofunds, Elevate
• Knowledge of DFMs, e.g. Brewin Dolphin, Investec, Charles Stanley
• Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, EISs and VCTs
• Knowledge of personal and group pensions, SIPPs and SSASs
• Understanding of compliance processes and issues

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

On top, we also offer:

• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.

Please note this role is full time on site in our Croydon office. 

What’s next?

Click on the ‘apply’ and follow the simple application process on-line.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.

Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.