Wealth Management Financial Administrator | Client Support

Perspective Financial Group Ltd; Dinnington; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Holiday Purchase scheme

In-House Training Academy

Annual Salary Review

Day-off on Birthday

Life Assurance & Pension

Enhanced Parental Leave

Job summary

Duties include processing New Business, preparing client packs, diary management for advisers, illustration requests and maintaining accurate client records. A flexible role with back-office support and standard office software proficiency required.

Qualifications

• Experience providing high quality administrative support.
• Ability to handle client queries with courtesy and accuracy.
• Proficient with standard MS Office tools and IT systems.

Responsibilities

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Produce illustrations when requested.
• Ensure administration aligns with Firm procedures.

Skills

Office suite

Communication

Organisational skills

Attention to detail

Problem solving

Team player

Tools

Teams

Outlook

Word

Excel

Job description

Duties include processing New Business, preparing client packs, diary management for advisers, illustration requests and maintaining accurate client records. A flexible role with back-office support and standard office software proficiency required.