Key Responsibilities:
- Maintain an effective diary system for client review meetings.
- Prepare meeting packs for Advisers and ensure all relevant documents are included.
- Record client meeting notes and update systems accordingly.
- Act as a point of contact for clients and handle routine queries.
- Manage stationery stocks and maintain documentation.
- Coordinate client celebration and sympathy cards as required.
- Process change of address requests and death notifications.
Skills and Experience:
- Knowledge of SJP and RWM systems preferred, but not essential
- At least 6 month experience working within a Wealth Management or Financial Advice (restricted or IFA) firm required.
- Professional telephone manner.
- Ability to work effectively in a team.
- Product and market knowledge desirable.
Competencies:
- Strong communication and collaboration skills.
- Effective planning and organisational abilities.
- Adaptability in a dynamic work environment.
Hybrid role (unless covering PTO) and generous salary up-to £25K depending on experience.
If you have experience as an Administrator within wealth management and are looking for a new role, we encourage you to apply for this exciting opportunity.