WEALTH MANAGEMENT ADMINISTRATOR - EPSOM

Artemis Recruitment Consultants Ltd; Epsom; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial recruitment agency is seeking a Wealth Management Administrator to support an IFA practice in Epsom. The role includes preparing financial reports, liaising with product providers, and maintaining client information. Ideal candidates will have administrative experience in financial services and strong organizational and communication skills. This office-based position requires attention to detail and a proactive approach to client service.

Qualifications

• Experience in a similar role in financial services.
• Ability to work under significant change.
• Knowledge of the Financial Services Industry.

Responsibilities

• Prepare financial planning reports.
• Liaise with product providers for fees.
• Assist with onboarding and annual review of clients.

Skills

Experience with Microsoft Office products

Exceptional service delivery

Excellent organizational skills

Strong interpersonal skills

Attention to detail

Desire to learn and build skills

Job description

Our client is looking for a Wealth Management Administrator to join their team in Epsom. You will help support an IFA practice, providing first class administration. This position will be an office-based role.

Key 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
• Uploading plan statements and other documents to client records following agreed naming conventions
• Maintain accurate client information and record client interaction on the back office system
• Assist with the onboarding process of new clients
• Assist with the annual review process of existing clients
• Any additional ad-hoc requests and support on company projects as and when required

Qualifications

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
• Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business
• Ability to consistently deliver within service standards
• Excellent organisational skills, flexible and proactive approach to getting the job done
• Strong interpersonal skills, both written and verbal communication
• Accuracy and attention to detail to balance demands of role
• Desire to learn and build skills and ability through Personal Development Plan
• Previous experience of working in a similar role
• Previous experience of working within financial services
• Experience of working in a small to medium sized financial services environment
• Experience of working in an environment of significant change
• Knowledge of Financial Services Industry