Wealth Management Client Services Administrator

Shearwater Recruitment Limited.; Borehamwood; On-site; GBP 25,000 - 29,000; Full time

Job summary

Shearwater Recruitment is working with an established financial planning and wealth management practice in Elstree to recruit a Client Administrator. This is a varied role supporting the practice's Financial Advisers, combining client administration, day-to-day client contact and an introduction to paraplanning.

The emphasis is on the telephone. You will be the person clients and prospective clients speak to, whether that is booking Annual Review Meetings, chasing outstanding information or

Qualifications

• Excellent telephone and communication skills, with confidence making outbound calls.
• Strong organisational skills and attention to detail.
• Excellent customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient in Microsoft Office and CRM systems.
• Previous experience in financial services or wealth management.
• Knowledge of pensions, investments and FCA regulations.
• Experience of adviser platforms and systems such as Salesforce (preferred, not essential).

Responsibilities

• Prepare documentation and meeting packs for client meetings.
• Processing new business, client onboarding and ongoing administration.
• Liaising with product providers on investments, pensions and protection policies.
• Monitoring and progressing client cases from submission through to completion.

Skills

Telephone communication

Organisational skills

Customer service

Multi-tasking

Microsoft Office

CRM systems

Tools

CRM systems

Salesforce

Microsoft Office

Job description

Shearwater Recruitment is working with an established financial planning and wealth management practice in Elstree to recruit a Client Administrator. This is a varied role supporting the practice's Financial Advisers, combining client administration, day-to-day client contact and an introduction to paraplanning.

The emphasis is on the telephone. You will be the person clients and prospective clients speak to, whether that is booking Annual Review Meetings, chasing outstanding information or