Wealth Management Administrator

Fidelius; Bath; On-site; GBP 25,000 - 35,000; Full time

Job summary

Fidelius is seeking a Wealth Management Administrator to support the Operations team with daily administration, including preparing financial planning reports and client letters. The role involves liaising with product providers, maintaining client records, and assisting with onboarding and communications.

The position requires strong MS Office skills, ability to deliver tasks to standards, and solid organisational abilities.

Qualifications

• Good working knowledge of Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• Experience with delivering tasks within defined standards
• Strong organisational skills and attention to detail

Responsibilities

• Provide day-to-day administration support to the Operations team, including preparation and packaging of reports and client letters
• Liaise with product providers to obtain fees, charges and product information; upload documents to client records
• Maintain accurate client information and audit trail in the back-office system
• Assist with client onboarding, communications and bulk mailers
• Build effective relationships with colleagues and provide cover for absences and project work as required
• Operate in compliance with data protection and FCA regulations; protect client information

Skills

MS Office

Standards delivery

Organisational skills

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.