Wealth Management Administrator

Job Title:Wealth Management Administrator

Location: Hertfordshire (hybrid available)

Salary: Up to £32,000, plus comprehensive benefits package, including support towards professional development.

CleverHR is delighted to be supporting a highly regarded Wealth Management firm with multiple offices throughout the UK. Due to ongoing growths plans, they have recently released a new opportunity for an experienced WM Administrator. The role sits within a team of Wealth Management professionals providing end to end comprehensive administration support to the firm's wealth managers, paraplanners and their high-net-worth clients.

Key Responsibilities:

• Provide a professional telephone-based service to clients and third parties.
• Liaise with clients, providers and third parties.
• Manage the underwriting processes from start to finish.
• Source relevant information and illustrations from providers.
• Compose covering letters to clients and assist with suitability letters for top ups to existing arrangements and annual reviews.
• New business applications prior to submission. Input of all new business, fees, contracts, and renewals onto CRM system.
• Preparation and dispatch of all new business packages.
• Submit all client documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.

The position is paying up to £32,000 + a comprehensive benefits package, and financial support towards professional qualifications, including study days. The firm are growing and have a fantastic culture; they also have an excellent training and development programme, which is discussed and implemented during their induction process.

The successful candidate will have at least 1-2 years' experience within an IFA or Wealth Management firm, a strong academic background and a genuine desire to further develop and undertake relevant professional qualifications.