Are you looking to further your wealth management administration career, with a company offering flexible working, great benefits and as a business really care for their staff’s wellbeing.
Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professional and proactive Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
Duties for this role will include:
- Liaise with planners, paraplanners, providers and clients via email, phone or face to dace to ensure a smooth and compliant client process
- Assisting paraplanners with the creation of suitability letters and reports
- Complying with the principles of Treating Customers Fairly in all aspects of the Client Services Administrator role
- Process new and existing business
- Effectively onboard all new clients
- Assisting with the client review process
The candidate:
- Experience working within an IFA/Wealth Management environment
- Meticulous attention to detail and accuracy
- Be highly numerical and analytical with a high standard of written English
- Excellent communication and IT skills
- Experience using Intelligent Office, Microsoft Office 365 particularly Word and Excel
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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