Job Overview
As an experienced wealth management administrator you will be responsible for all of the aspects of our clients financial affairs to ensure we maintain quality relationships with our clients,. This position requires a blend of financial knowledge and attention to detail to ensure client satisfaction and trust.
Responsibilities
* Manage the administration of comprehensive financial arrangements including pensions investments life assurance and trusts
* Trade client investment portfolios and prepare reports as necessary.
* Prepare for the regular reviews with clients
* Maintain accurate records of client interactions and transactions using appropriate software tools.
* Provide exceptional customer service through effective communication and phone etiquette.
* Collaborate with other financial professionals to enhance service offerings and client satisfaction.
* Stay updated on market trends, investment products, and regulatory changes that may impact clients' portfolios.
Experience
* Previous Wealth Management office experience is essential, with a strong emphasis on administrative tasks.
* Previous use of platforms including Transact and AJ Bell as well as IO is an advantage
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is required for effective documentation and communication.
* Strong organisational skills to manage multiple client accounts efficiently.
* Excellent typing skills for accurate data entry and record keeping.
Prior clerical experience will be beneficial in handling administrative duties effectively. We are looking for candidates who are passionate about finance and committed to providing outstanding service to our clients while possessing the necessary skills to thrive in this dynamic role.
Job Type: Full-time
Pay: £25,000.00-£37,500.00 per year
Benefits:
* Company pension
* Free parking
* Life insurance
* On-site parking
* Profit sharing
* Sick pay
Experience:
* Wealth Manager: 2 years (required)
Language:
* English (required)
Work Location: In person