Wealth Management Administrator - Farnborough

TN United Kingdom; Farnborough; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Wealth Management Administrator to enhance their team in Farnborough. This role involves preparing financial planning reports, managing client communications, and ensuring exceptional service delivery. The ideal candidate will have a strong background in financial services, excellent organizational skills, and a commitment to client satisfaction. Join a dynamic environment where your contributions will directly impact client experiences and business success. If you're passionate about financial services and eager to grow in your career, this opportunity is perfect for you.

Qualifications

• Experience with Microsoft Office Suite or similar tools.
• Strong commitment to delivering exceptional service.

Responsibilities

• Prepare financial planning reports for clients.
• Liaise with product providers to obtain fees and charges.
• Assist with onboarding new clients.

Skills

Microsoft Office Suite

Organizational Skills

Interpersonal Communication

Attention to Detail

Client Service Orientation

Education

Experience in Financial Services

Experience in Similar Role

Job description

Social network you want to login/join with:

Wealth Management Administrator - Farnborough, Farnborough

col-narrow-left

Client:

Location:

Farnborough, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

61d9e55ddd0e

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

col-wide

Job Description:

Wealth Management Administrator - Farnborough

Our client is looking for a Wealth Management Administrator to join their team in Farnborough.

Key Responsibilities:

• Prepare and package financial planning reports for the Financial Planners and their clients
• Prepare 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
• Assist with the completion of application/instruction forms and fact finds
• Obtain policy information, documents, factsheets, illustrations, and product comparison quotes from appropriate sources
• Upload plan statements and other documents to client records following naming conventions
• Maintain accurate client information and record interactions on the back office system
• Assist with onboarding new clients
• Participate in the annual review process of existing clients
• Support company projects and handle ad-hoc requests as required

Candidate Specification:

• Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) or similar tools
• Strong commitment to delivering exceptional service and achieving the best outcomes for clients and the business
• Ability to meet service standards consistently
• Excellent organizational skills, proactive and flexible approach
• Strong interpersonal, written, and verbal communication skills
• High accuracy and attention to detail
• Willingness to learn and develop through Personal Development Plans
• Previous experience in a similar role
• Experience in financial services
• Experience working in small to medium-sized financial environments
• Experience managing significant change
• Knowledge of the Financial Services Industry