Wealth Management Support Specialist

Julie Rose Recruitment Limited; Westerham; On-site; GBP 24,000 - 32,000; Full time

Job summary

Julie Rose Recruitment Limited is seeking an organised, client-focused Administrator to support a wealth management team. You will help ensure the smooth day-to-day running of the office and provide a professional, responsive service to clients.

The successful candidate will have previous administrative experience, ideally in financial services or a related sector, with knowledge of relevant regulation and legislation.

Qualifications

• Previous administrative experience.
• Experience in an office support role within financial services or a related sector.
• Knowledge of relevant regulation and legislation, and an understanding of financial services terminology.
• Experience using client management systems.
• Strong face-to-face and telephone communication skills, with the ability to build rapport quickly.
• A strong client focus and excellent written communication skills.
• Good working knowledge of Microsoft Office, including Outlook, Word, PowerPoint and Excel.
• Excellent organisation, attention to detail and time-management skills.
• The ability to multitask and stay calm when managing competing demands.
• A positive attitude and the ability to work independently as well as collaboratively.
• An open-minded, adaptable approach and creativity in solving problems.

Responsibilities

• Provide general administrative and office support to the wealth management team.
• Communicate with clients face-to-face and by telephone, building rapport and responding professionally to enquiries.
• Maintain accurate client records using a client management system.
• Prepare and manage correspondence, documents and presentations.
• Support the team with scheduling, organising information and coordinating day-to-day tasks.
• Handle confidential information carefully and follow relevant procedures and requirements.

Skills

Administrative experience

Financial services knowledge

Regulation knowledge

Client management systems

Face-to-face communication

Written communication

MS Office suite

Organisation & time-management

Independent & collaborative work

Problem solving & adaptability

Tools

Microsoft Office

Job description

Julie Rose Recruitment Limited is seeking an organised, client-focused Administrator to support a wealth management team. You will help ensure the smooth day-to-day running of the office and provide a professional, responsive service to clients.

The successful candidate will have previous administrative experience, ideally in financial services or a related sector, with knowledge of relevant regulation and legislation.