Hybrid Wealth Management Admin: Client Delivery Lead

Succession Wealth; United Kingdom; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

25 days Annual leave plus bank holidays

Excellent company pension scheme

Up to 40% discount on insurance products

Support with cost of professional exams

Job summary

Succession Wealth, located in the UK, is hiring a Wealth Management Administrator (Client Delivery Lead) on a 12-month maternity cover contract. This hybrid role allows you to work from home two days a week and from any UK office three days a week.

The primary purpose is to support Wealth Planners in managing a portfolio of high net worth clients by processing applications and maintaining accurate client data. This role offers a range of excellent benefits including annual leave, pension scheme, and professional development opportunities.

Qualifications

• At least a year’s experience in financial services administration.
• Experience of XPLAN is desirable.
• Good communication, literacy, and numeracy skills.

Responsibilities

• Process new business applications and track them to completion.
• Coordinate wealth planner’s diaries and arrange client meetings.
• Ensure client information database is accurate.

Skills

Client and advisor support experience

Communication skills

Interpersonal skills

Organizational skills

Microsoft Word and Excel proficiency

Tools

XPLAN

Job description

Succession Wealth, located in the UK, is hiring a Wealth Management Administrator (Client Delivery Lead) on a 12-month maternity cover contract. This hybrid role allows you to work from home two days a week and from any UK office three days a week.

The primary purpose is to support Wealth Planners in managing a portfolio of high net worth clients by processing applications and maintaining accurate client data. This role offers a range of excellent benefits including annual leave, pension scheme, and professional development opportunities.