Wealth Administrator

Jobtailor; West of England; On-site; GBP 25,000 - 35,000; Full time

Job summary

Jobtailor is seeking an organised Wealth Management Admin to support Wealth Managers and their Associates with administrative duties, client documentation, and asset transfer monitoring. You will act as a main contact for clients, advisers and third party providers, ensuring accurate recording of client details and maintaining compliant records in line with Conduct Risk and MiFID II standards.

Experience in discretionary wealth management admin and proficiency with Office 365 and Outlook are

Qualifications

• Experience in administration within the discretionary wealth management sector.
• Proficient in MiFID II awareness and Conduct Risk compliance.
• Excellent attention to detail and accuracy.
• Proactive individual with strong organizational skills.
• Ability to process and maintain client documentation and records.

Responsibilities

• Communicate with Wealth Managers and their Associates, providing support with administration duties.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions, cash transfers, and payment for clients.
• Act as point of contact for clients, advisers, and third-party providers.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• General record keeping and electronic filing.
• Adhere to Conduct Risk standards.

Skills

Experience in discretionary wealth mgm

Attention to detail

Proactive

Client communication

Tools

Office 365

Outlook

Job description

• Communicate with Wealth Managers and their Associates, providing support with administration duties
• Prepare and process all new client documentation and amendments
• Monitor transfers of assets/cash from other institutions
• Support ISA subscriptions, cash transfers, and payment for clients
• Act as point of contact for clients, advisers, and third-party providers
• Liaise with colleagues within Business Support regarding administration of client accounts
• Ensure client details and reviews are recorded correctly on systems
• General record keeping and electronic filing
• Adhere to Conduct Risk standards

Requirements

• Experience in administration within the discretionary wealth management sector preferred
• Intermediate knowledge of Office 365 Suite and Outlook essential
• Excellent attention to detail
• Proactive individual
• Awareness of MiFID II legislative framework nice-to-have

Core Competencies

Demonstrates strong administrative capabilities within the discretionary wealth management sector, with proficiency in Office 365 Suite and Outlook. Ensures accurate record keeping and compliance with Conduct Risk standards while effectively communicating with clients and colleagues.

Highest-signal resume keywords

• Administration Experience
• Office 365 Suite Proficiency
• Attention To Detail
• Client Communication
• MiFID II Awareness

Hard Skills

• Client Documentation Processing
• Asset Transfer Monitoring
• ISA Subscription Support
• Cash Transfer Management
• Record Keeping
• Electronic Filing

Soft Skills

• Proactive Attitude

Industry Keywords

• Discretionary Wealth Management
• Conduct Risk
• MiFID II

Tools & Technologies

• Office 365
• Outlook