Our Client, a prestigious financial services company based in the City of London are looking for a wealth administrator that will be responsible for supporting the team in the administration of private client and corporate financial planning services.
This is an excellent opportunity for someone looking to develop their career in the financial planning space!
Wealth Administrator - What will you do?
Process new business and documentation in accordance with agreed service and quality standards, taking full ownership of the entire lifecycle of transacted business.
Prepare for adviser/client appointments, including the collation of meeting packs, obtaining quotations, and creating illustrations.
Act as the point of contact for clients, liaising on their behalf with advisors and ensuring any queries are addressed promptly and effectively.
Deal with advisor charge, fees and commission enquiries.
Manage incoming enquiries, answer telephone calls, and arrange meetings, including coordinating room bookings, visitor parking, and catering when necessary.
Maintain a comprehensive electronic client filing system, and support with general office administration.
FCA Obligations – to operate within the Firms own designated compliance procedures and the relevant FCA rules.
Wealth Administrator - What we are looking for
Experience in an administration role within financial services, preferably IFA or Wealth Management.
Broad knowledge on the products and providers available on the open market.
Mortgage administration and new business processing experience preferable.
5 GCSEs (or equivalent); A-level/BTEC National qualifications desirable.
Good communication skills, both written and verbal.
Good working knowledge of Microsoft Office.
Excellent planning, organisational, and prioritisation skills.
Wealth Administrator - Job Benefits
Salary Reviews: Twice a year to recognise your contributions.
Generous Annual Leave
Flexible Working
Private Medical Insurance
Disclaimer:
May & Stephens is acting as an employment agency on behalf of our client in relation to this vacancy.
