Wealth Management Administrator

A great opportunity if you are looking to begin your career within Financial Services, or if you’re looking for a change in direction from your current job role.  Good administration skills are a prerequisite, and amazing communication skills is a must! 

Full training will be provided and this is an office-based role

The Role

To provide day-to-day administration support to the Operations team in order to provide clients with excellent client service, including but not limited to:

• Prepare and package financial planning reports for the Financial Planners and their clients
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
• Liaise with product providers to obtain fees and charges on specific products
• Obtain and assist with the completion of application/instruction forms and fact finds
• Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources
• Uploading plan statements and other documents to client records following agreed naming conventions
• Maintain accurate client information and record client interaction on the back-office system
• Assist with the onboarding process of new clients
• Assist with the annual review process of existing clients
• Any additional ad-hoc requests and support on company projects as and when required
• Build strong working relationships with all colleagues across the business
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met
• Undertake project work and additional duties as and when required
• Treat all data with complete confidentiality and take reasonable steps to protect this
• Maintain client records and update client information on back office systems to keep an effective audit trail

About you:

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
• Previous experience in an administration role advantageous
• Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business
• Ability to consistently deliver within service standards
• Excellent organisational skills, flexible and proactive approach to getting the job done
• Strong interpersonal skills, both written and verbal communication
• Accuracy and attention to detail to balance demands of role
• Desire to learn and build skills and ability through a Personal Development Plan
• Knowledge of Financial Services industry would be great, though not essential
• Organised and efficient, self-motivated and works consistently with little supervision
• Personable and polite with the ability to interact and build rapport with all people

Benefits:

• 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
• Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
• Group Life Assurance and Pension Scheme
• Private medical Insurance
• Group Income Protection