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.