Senior Administrator - Wealth Management

Brevere Group; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm in London seeks a Sales Support Administrator to enhance their service for HNW Private Clients. This role involves managing client queries, developing administrative processes, and ensuring high-quality outputs. Ideal candidates will have a strong background in Financial Planning, be highly IT literate, and possess excellent communication skills.

Benefits

Generous basic package

Support for skill development

Qualifications

• In-depth knowledge of Financial Planning and Wealth Management process.
• Experience within an IFA practice preferred.
• Ability to manage multiple tasks effectively.

Responsibilities

• Act as the initial point of contact for client queries.
• Manage and develop the administration and review process.
• Ensure first-class service to internal and external parties.

Skills

Communication

IT Literacy

Client Service

Problem Solving

Education

Progress with professional qualifications

Job description

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, 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

The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able 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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