Wealth Management Administrator

Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?

Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.

Duties for this role will include:

• Acting as a crucial point of liaison between paraplanners and financial planners.
• Update and manage a diary system for a busy financial planner;
• Liaising with clients when appropriate to deliver a high level of service;
• Updating client details on a back office system
• Being responsible for the preparation of client review packs/client documentation and dealing with post-meeting actions;
• Dealing with Letters of Authority and liaising with various providers to ensure new business is processed in a timely way;
• Writing Suitability Letters following a client meeting;
• Processing new business on a variety of different platforms, including our own in-house DFM. This can include fund switches, pension transfers, ISA contributions to name a few.

You will have:

• Organised with the ability to multi-task.
• High level of accuracy and attention to detail.
• Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.

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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