Wealth Management Administrator

Fidelius; Bath; On-site; GBP 21,000 - 27,000; Full time

Job summary

Fidelius is a leading financial services company offering wealth management and employee benefits to clients across the UK, with offices in Bath, Cheltenham, Chelmsford and London. The Wealth Management Administrator will support the Operations team with day-to-day administration and the preparation of financial planning reports and client communications.

You will liaise with product providers to obtain fees, charges and product information, maintain accurate client records, assist with

Qualifications

• Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Experience with delivery within a set of standards.
• Experience with organisational skills.

Responsibilities

• Provide day-to-day administration support to the Operations team, including preparation and packaging of financial planning reports, client letters, and application forms
• Liaise with product providers to obtain fees, charges, and product information; upload documents to client records following agreed naming conventions
• Maintain accurate client information and record interactions on the back-office system to ensure an effective audit trail
• Assist with client onboarding, communication, and bulk mailers as required
• Build effective working relationships with colleagues across the business and provide support to ensure tasks are completed on schedule
• Provide absence cover for colleagues and undertake project work as and when required
• Treat all data with complete confidentiality and protect client information at all times
• Treat customers fairly and act in accordance with Compliance procedures and FCA Regulations to ensure regulatory requirements are correctly followed
• Work with your Line Manager to create a personal development plan and undertake company training
• Demonstrate willingness to undertake exams towards becoming diploma qualified in Financial Services

Skills

Microsoft Office

Organisational skills

Delivery within standards

Education

Progress towards Diploma in Financial Services

Job description

Fidelius is a leading financial services company, committed to excellent customer service. We provide a range of solutions for individuals and companies, including wealth management and employee benefits. We work with clients across the UK and have offices in Bath, Cheltenham, Chelmsford, and London.

Job Description

Wealth Management Administrator - Responsibilities

Core Administration Activities

• Provide day-to-day administration support to the Operations team, including preparation and packaging of financial planning reports, client letters, and application forms
• Liaise with product providers to obtain fees, charges, and product information; upload documents to client records following agreed naming conventions
• Maintain accurate client information and record interactions on the back-office system to ensure an effective audit trail
• Assist with client onboarding, communication, and bulk mailers as required

Team Working

• Build effective working relationships with colleagues across the business and provide support to ensure tasks are completed on schedule
• Provide absence cover for colleagues and undertake project work as and when required

Compliance

• Treat all data with complete confidentiality and protect client information at all times
• Treat customers fairly and act in accordance with Compliance procedures and FCA Regulations to ensure regulatory requirements are correctly followed

Training and Knowledge

• Work with your Line Manager to create a personal development plan and undertake company training
• Demonstrate willingness to undertake exams towards becoming diploma qualified in Financial Services

Qualifications

• Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Experience with delivery within a set of standards.
• Experience with organisational skills.

Additional Information

All your information will be kept confidential according to EEO guidelines.