Private Client Wealth Management Administrator
London (City)
Up to £40k plus bonus and excellent benefits
The Opportunity
Our client, one of the UK’s largest and most successful, independently owned, corporate solutions and wealth management consultancies, has an outstanding opportunity for a talented and experienced private client Wealth management Administrator to join their highly respected Wealth Management division.
The business has grown steadily and now plays a significant role in the future of financial services and employer solutions. They are leading advisers, committed to forging a new and radically client-focused approach that puts the client back at the centre of the process.
Based in the City of London with multiple offices across the country they have grown to become a top 100 UK IFA, with recognised success. The business is wholly owned by advisers and staff and no individual holds a large controlling share in the business which they believe has contributed to their success.
The Role
As an experienced private client wealth management administrator, duties will include (but are not limited to):
Arranging client meetings for the adviser
Preparing for client meetings including quote requests, obtaining valuations and appropriate
literature
Preparing annual review packs including annual fee tables
Undertaking client anti-money laundering checks in line with compliance procedures
Preparing and submitting applications and supporting documents to product providers
Inputting new business proposals to the back office system in line with Company procedures
Undertaking fund switches and rebalances upon the instruction of the client
Dealing with day-to-day client and provider enquiries
Maintaining accurate records of all verbal and non-verbal communications with the client
Maintaining accurate information on the back office system
Maintaining client files in line with Compliance procedures
Keeping track of fees and chasing where appropriate
About you
As an experienced private client wealth management administrator you will possess the following:
Previous experience in an adviser support role within an IFA firm
Previous experience of processing business on wrap platforms
Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
Ability to work as part of a team as well as on your own initiative
Ability to critically evaluate information, probe and challenge the facts
A flexible and adaptable attitude towards work
Ability to work accurately and in accordance with procedures
Excellent time management, ability to meet deadlines
Experience of using provider platforms and product provider extranet sites
Experience of Microsoft Word, Excel, Outlook
Certificate in Financial Planning or equivalent
Progression towards Diploma qualification (Desirable)
In summary
This position represents an excellent opportunity to join a leading firm in their field of expertise and who genuinely supports your career advancement and development, allowing you to build strongly on your existing skills, knowledge and experience.
If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to jim.m@financialdivisions.co.uk