Wealth Management Administrator

North Oak Recruitment Ltd; East Midlands; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An esteemed financial advisory firm in Nottinghamshire is looking for a Wealth Management Administrator who is skilled in financial administration with a proactive mindset and attention to detail. You'll be a part of a supportive team, contributing to inventive client-focused solutions while enjoying a comprehensive benefits package that values your growth and work-life balance.

Benefits

Comprehensive training and mentoring

Flexible hybrid working

Attractive benefits package

Competitive salary with pension

Generous holidays with buy-more options

Qualifications

• At least two years of administration experience in a financial planning company.
• Exceptional attention to detail with a positive approach.
• Proactive and experienced in various financial planning areas.

Responsibilities

• Processing authority letters and gathering financial data for clients.
• Preparing application forms and client documentation.
• Providing administrative support to financial planners.

Skills

Problem-solving skills

Attention to detail

Organizational skills

Technology proficiency

Education

Financial administration qualifications

Tools

CRM

Project management tools

Investment platforms

Job description

Wealth Management Administrator

Nottinghamshire (ref AL1361)

Salary dependant upon experience + full benefits package and hybrid

My client is an award-winning IFA based in Nottinghamshire and they now have an exciting new opportunity for an experienced wealth management administrator to join their team. You'll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.

Responsibilities

• Processing authority letters and gathering financial data for new clients and annual reviews.
• Preparing application forms and client documentation.
• Processing financial transactions on platforms.
• Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
• Dealing with the post, emails and any correspondence relating to clients or their financial situation.
• Providing administrative support to the financial planners and paraplanners as required.
• Supporting clients with administrative queries and communication as required.

About you

• Administration experience in a financial planning company for at least two years.
• Problem-solving skills: Able to handle time-sensitive transactions and support client queries.
• Pioneering spirit: Identifying inefficiencies in processes or how information is gathered and dealt with to enhance the client experience.
• Growth mindset: Experience across a wide range of financial planning areas, with a commitment to continual learning and improving your expertise.
• Care and attention to detail: Exceptional attention to detail, a positive approach, and organisational skills that ensure clients' financial transactions are executed seamlessly.

Technical Skills

• Strong capability with technology and systems, including CRM, project management tools, and investment platforms, aligning with our pioneering approach to leveraging technology for efficiency.
• A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals, and a proactive approach to streamlining processes.
• Financial administration qualifications are an advantage, reflecting your dedication to personal growth and professional development.

What's on offer

• A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
• Comprehensive training and mentoring, with all qualifications and development costs covered.
• Flexibility with hybrid working and a focus on work-life balance. The office is open Tuesday-Thursday, with remote working on other days.
• An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
• This is a full-time and employed role. Salary depends on experience.

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