Wealth Management Administrator -
Cranbrook - £open depending on experience.
*This role can offer part time hours which can be discussed depending on individual circumstances.
An established Wealth Management Company are looking to recruit a further individual who enjoys working within Financial Services and would relish working in a friendly supportive office environment. The company who are part of a larger group have a positive office culture which encourages personal development opening up future career opportunities.
The position would support the financial advisory & paraplanning team who provide excellent bespoke advice across Investment Management, Pension, Tax and Estate Planning. The business is built on strong long term relationships and the high quality service the team provides.
Specifics of the role will include -
1. Manage client administration, documentation and the processing of new business applications, ensuring all systems are updated.
2. Work closely with the paraplanning team ensuring clients are updated and managed professionally at all times.
3. Conduct research and analysis to help with the production of technical client reports to be presented to clients. Gain a strong understanding of products and advice areas, advancing your knowledge and capabilities.
4. Ensure advice is documented and all internal processes are followed within company and wider regulatory guidelines.
5. Lia...