Wealth Management Administrator
| Job Type | Permanent Full Time |
| Location | London |
| Area | Central London, England |
| Sector | Financial Services - Financial Planning Administrator |
| Salary | £27000 - £35000 per annum |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | V-33805-1 |
| Job Views | 16 |
- Description
- My client is one of the UK’s largest, independently owned, corporate solutions and wealth management consultancies. They are passionate about the service they provide and are very proud of the long-term relationships they build with their clients. Taking pride in their independence, they are not tied to any one provider, which allows them to continually assess the market and ensure their clients receive the most competitive terms. Based in the heart of the City of London, they also have offices in other parts of the country. They have grown steadily and is now a top 100 UK IFA.
Now due to continued growth within the business, they are looking for a Wealth Management Administrator to join their team.
Responsibilities
To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:- Arranging client meetings for the adviser
- Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
- Preparing annual review packs including annual fee tables
- Undertaking client anti-money laundering checks in line with compliance procedures
- Preparing and submitting applications and supporting documents to product providers
- Inputting new business proposals to the back office system in line with Company procedures
- Undertaking fund switches and rebalances upon the instruction of the client
- Dealing with day-to-day client and provider enquiries
- Maintaining accurate records of all verbal and non-verbal communications with the client
- Maintaining accurate information on the back office system
- Maintaining client files in line with Compliance procedures
- Keeping track of fees and chasing where appropriate
Experience- Previous experience in an adviser support role within an IFA firm
- Previous experience of processing business on wrap platforms
- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
- Ability to work as part of a team as well as on your own initiative
- Ability to critically evaluate information, probe and challenge the facts
- A flexible and adaptable attitude towards work
- Ability to work accurately and in accordance with procedures
- Excellent time management, ability to meet deadlines
- Experience of using provider platforms and product provider extranet sites
- Experience of Microsoft Word, Excel, Outlook
- Progression towards Diploma is preferred but will also be supported
Benefits- Discretionary annual bonus
- Contributory pension scheme
- Group Private Medical Insurance
- Group Death in Service
- Group Permanent Health Insurance
- Group Critical Illness
- Group Medicash Scheme
- Interest free season ticket loan
