Wealth Management Admin - Client Onboarding & Reports

Artemis Clarke Ltd; Epsom; On-site; GBP 26,000 - 32,000; Full time

Job summary

Artemis Clarke Ltd in Epsom is seeking a Wealth Management Administrator to support an IFA practice with first-class administration. This office-based role involves preparing financial planning reports, producing client letters, and liaising with product providers to obtain fees.

You will maintain client records, assist onboarding and annual reviews, and use MS Office to deliver organised service. Previous financial services experience is desirable.

Qualifications

• Experience with MS Office including Word, Excel, Outlook and PowerPoint.
• Excellent organisational skills and proactive approach.
• Strong interpersonal written and verbal communication.
• Experience in financial services is desirable.

Responsibilities

• Prepare and package financial planning reports for the Financial Planners and their clients.
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
• Liaise with product providers to obtain fees and charges on specific products
• Obtain and assist with the completion of application/instruction forms and fact finds
• Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
• Maintain accurate client information and record client interaction on the back office system
• Assist with the onboarding and annual review process for clients

Skills

Microsoft Office

Organisational skills

Interpersonal skills

Proactive mindset

Job description

Artemis Clarke Ltd in Epsom is seeking a Wealth Management Administrator to support an IFA practice with first-class administration. This office-based role involves preparing financial planning reports, producing client letters, and liaising with product providers to obtain fees.

You will maintain client records, assist onboarding and annual reviews, and use MS Office to deliver organised service. Previous financial services experience is desirable.