Wealth Management Administrator - Client Services Pro

Thompson & Terry Recruitment; Hambledon; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Enhanced pension

Private medical insurance

Work/life balance

Job summary

Thompson & Terry Recruitment are working with a well-established Wealth Management practice in Hambledon to recruit an experienced Financial Services Administrator to support a team of Financial Planners.

You will prepare client documentation, process new business, liaise with providers, maintain accurate client records and assist advisers and the client servicing team with a proactive, highly organised approach to delivering an exceptional service.

Qualifications

• Previous experience within a financial planning or wealth management environment.
• Strong organisational skills and excellent attention to detail.
• A proactive and positive approach to work.
• Confident communicator, both written and verbal.
• Ability to manage multiple tasks and work effectively in a fast-paced environment.
• A client-focused mindset, with a desire to deliver excellent service.

Responsibilities

• Preparing client documentation.
• Processing new business.
• Liaising with providers.
• Maintaining accurate client records.
• Supporting advisers and the wider client servicing team.

Skills

Organisational skills

Attention to detail

Proactive attitude

Confident communicator

Multitasking

Client-focused service

Job description

Thompson & Terry Recruitment are working with a well-established Wealth Management practice in Hambledon to recruit an experienced Financial Services Administrator to support a team of Financial Planners.

You will prepare client documentation, process new business, liaise with providers, maintain accurate client records and assist advisers and the client servicing team with a proactive, highly organised approach to delivering an exceptional service.