Wealth Management ofertas em Chile

Blakemore Recruitment

Cambridge, United Kingdom

Other

Yes

2c7d6eaaa059

51

24.06.2025

08.08.2025

We are currently recruiting for a Wealth Management firm near Girton looking to hire a Wealth Management Administrator. The ideal candidate will have experience in Wealth Management or Financial Services and should have completed RO1 or be willing to do so within an agreed timeframe.

Job Purpose:

To support the Directors, Financial Planners, and Client Relationship Managers with administrative tasks.

Main Duties:

• Support administration for a designated client portfolio as assigned by the Client Administration Team Leader (CATL).
• Process new and existing client business as directed by relevant Directors, Financial Planners, or Client Relationship Managers (CRM).
• Maintain communication with clients and team members, providing updates as needed.
• Ensure client records and back-office systems are accurate and up-to-date.
• Follow company policies outlined in the handbook.
• Comply with all regulatory and compliance requirements, including FCA guidelines and risk management procedures.

Personal Specification

Skills:

• Ability to work independently and proactively.
• Strong problem-solving and decision-making skills.
• Excellent verbal and written communication skills.
• Attention to detail and analytical thinking.
• Confident liaising with colleagues and external providers.
• Organizational and planning skills.
• Proficiency in MS Office applications.
• Experience with Adviser Office is essential; experience with Curo is desirable.

Experience:

• Experience in a busy, dynamic office environment.
• Ability to manage a varied workload and meet deadlines.
• Experience in client administration within Financial Services.

Personal Qualities:

• Self-motivated and proactive.
• Capable of working under pressure.
• Committed to maintaining professional standards.
• Strong work ethic.

Qualifications & Training:

• Willingness to undertake relevant training and obtain necessary qualifications.
• Maintain competence levels as required by the company.
• Regularly review training needs.
• Desirable: CII R01 Financial Services – Regulation and Ethics qualification.