Administrator - Wealth Management

Globe Traders - Web Marketing Solutions; Farnham; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading international Wealth Management business is seeking an Administrator to support clients and advisers in a compliant manner. You will assist in processing applications and ensure a first-class customer experience while gaining opportunities for career advancement in this expanding sector.

Qualifications

• Strong attention to detail and up to date systems skills.
• Professional written and verbal communication skills.
• Ability to adhere to administrative systems and policies.

Responsibilities

• Assist with submitting all new business applications to providers.
• Monitor progress and audit documents from advisers.
• Liaise with clients and providers to ensure smooth application progress.

Skills

Attention to detail

Professional communication

Relationship building

Job description

An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support their clients and advisers. Ideally, youll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.

The role will assist with submitting all new business applications to providers, monitoring progress, and auditing documents from the adviser to ensure they meet compliance requirements.

This position requires strong communication and relationship building skills as youll work with clients to ensure a first-class journey and liaise with providers and trustees to ensure the smooth progress of applications.

This is an office-based role working 7 hours a day Monday to Friday, and there is some flex on the start time.

The Administrator Will Have

• Strong attention to detail and up to date systems skills
• Professional written and verbal communication skills
• The ability to adhere to administrative systems, policies, and procedures
• Keenness to actively learn and complete training to satisfy compliance requirements and improve personal knowledge.
  
  

This international business is expanding and offers potential for career growth in this exciting area of Wealth Management. If you're looking to work in a friendly, dynamic team where you can build on your financial services experience please apply.

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