Wealth Management Finance Admin Specialist – Ipswich

Artemis Recruitment Consultants Ltd; Epsom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment firm is seeking an experienced Financial Administrator to join their Wealth Management Practice based in Epsom. This role involves supporting Financial Advisers with comprehensive administrative tasks including client liaison, business processing, and use of CRM systems such as Salesforce. Key responsibilities include managing the Letter of Authority process, preparing for client meetings, and general administration tasks. The position will be office-based in Epsom.

Qualifications

• Experience in financial administration or related fields.
• Proficiency in using CRM systems.
• Good organizational and communication skills.

Responsibilities

• Manage the Letter of Authority process.
• Provide weekly updates on Letters of Authority.
• Prepare for all client review meetings.
• Gather information for Advisers ahead of meetings.
• Set up and send advice packs to clients.

Skills

Experience with CRM systems

Strong communication skills

Organizational skills

Tools

Salesforce

Job description

A recruitment firm is seeking an experienced Financial Administrator to join their Wealth Management Practice based in Epsom. This role involves supporting Financial Advisers with comprehensive administrative tasks including client liaison, business processing, and use of CRM systems such as Salesforce. Key responsibilities include managing the Letter of Authority process, preparing for client meetings, and general administration tasks. The position will be office-based in Epsom.