Client Reallocation Administrator

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