Senior Administrator – Wealth Management

Overview

Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm based in the City of London, is looking to expand their offering to HNW Private Clients.

They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties.

Your work will cover all aspects of the Wealth Management process.

• Act as the initial point of contact for client queries and liaise with product providers.
• Manage and develop the administration and review process to ensure a first-class service for internal and external parties.
• Cover all aspects of the Wealth Management process.

• In-depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice.
• Ability to manage multiple tasks and demonstrate in-depth understanding of products and processes.
• Highly IT literate with experience of Financial Services systems and platforms.
• Excellent written and verbal communication skills and the ability to work using your own initiative.
• Progress with professional qualifications is preferred.

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.

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