Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Role Title: Wealth Administrator
Location: Cheltenham
Contract: Permanent
Hiring Manager: Ian Stewart
Working pattern: Hybrid
About the Role
This is a varied role for an administrator to support the team of Planners and Paraplanners. The ideal candidate will need to be able to work flexibly to pick up a wide variety of tasks that are required through the day to allow us to provide our clients with the highest standard of service
What youll be responsible for
In this role you will be:
1. Preparing documentation for Planners in advance of their client meetings, including requesting valuations and policy details.
2. Request specific policy information from product providers, 3rd parties via email, telephone and online.
3. Sending Letters of Authority (LOAs) to clients and tracking progress of policy information received.
4. Working alongside Paraplanners to ensure they have sufficient policy information to compile advice repo...