Wealth Management Support Administrator –

Wealth Management Support Administrator –
Chipping Norton - £excellent salary +, attractive package including profit share.

An award-winning, employee-owned Wealth Management Firm that provides outstanding Financial Advice and Investment Management solutions to HNW Private Clients is looking for a highly capable individual to join their growing team. Working in a team-oriented environment that prides itself on providing a positive, welcoming, and social office culture, you will provide technical administrative support to the Consultancy team.

Specific duties will include:

1. Processing all new and existing Investment & Pension business, ensuring the administration is completed to the highest standards.
2. Acting as a point of contact for clients, providing excellent customer service and ensuring queries are managed or passed accordingly.
3. Checking, reconciling, and processing all investment transactions, investment trusts, unit trusts, and shares.
4. Preparing client review packs and client valuations ready for advisor meetings.
5. Liaising with third-party insurance & investment companies.
6. Corresponding with clients via e-mail & letter, outlining requirements or duties undertaken.
7. Ensuring all work is carried out within FCA regulations and company guidelines.

This is a busy, varied role that will involve processing complex information, managing multiple caseloads, and using a variety of systems and processes. It would suit someone who enjoys being kept busy, is highly organised, and can work and prioritise using their own initiative. The company will provide extensive training and an opportunity to learn and develop from a strong stable team; however, you will need some previous wealth management/financial services experience.

The company offers an extensive and highly attractive benefits package, demonstrating their commitment to employee wellbeing. They are fully employee-owned, meaning you will share in company profits and become part of a long-standing team.

For more information, please contact Richard Garbett.