Wealth Intermediaries Ops Specialist (Hybrid)

Search; North East; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A leading wealth management firm in Newcastle is seeking a Senior Administrator to join their intermediaries team. The ideal candidate will oversee client outcomes, manage onboarding processes, and ensure regulatory compliance. Strong communication skills and experience in investment management are essential. This full-time position offers a salary of up to £40,000 and a blend of office and remote work.

Benefits

Fantastic Benefits Package

Qualifications

• Experience working in investment management, asset management, private wealth or a bank.
• Proficient skills pertaining to Client Due Diligence.
• Strong verbal and written communication skills.

Responsibilities

• Ensure Intermediaries Office team provide good client outcomes.
• Run the monthly rebalancing process to successful completion.
• Arrange smooth onboarding of Intermediary Firms.

Skills

Client Due Diligence

Front Office Operations

Investment Management Knowledge

Communication Skills

Attention to Detail

Job description

A leading wealth management firm in Newcastle is seeking a Senior Administrator to join their intermediaries team. The ideal candidate will oversee client outcomes, manage onboarding processes, and ensure regulatory compliance. Strong communication skills and experience in investment management are essential. This full-time position offers a salary of up to £40,000 and a blend of office and remote work.