Wealth Management Administrator

We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team.

Responsibilities:

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients


• Undertake client valuations and preparing documentation ahead of client reviews


• Liaising with insurers / providers for new business quotations and updating software accordingly


• Ensuring all client records are kept up to stand and all relevant checks etc are completed

Experience:

• Candidates need to have demonstrable experience of working within wealth management / financial services administration


• Ideally you will hold some professional qualifications, although this is not essential.


• You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally.


• You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks.

In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.

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