Wealth Management Administrator

This role is for an administrator within a well-established Wealth Management and Financial Planning company that provides personalised financial planning and investment management services to clients.

The role is to undertake several important duties within the busy Wealth Management Administration team. This role will also provide the opportunity of taking professional qualifications together with future development. Providing full administrative support to Financial Planners, including:

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 ideally 3 years’ experience within a Wealth Management or IFA and be proficient with Microsoft packages.