Job Description
Are you an experienced financial services administrator looking to take the next step in a supportive and dynamic environment?
Our growing wealth management practice, known for delivering high-quality advice to high-net-worth clients, is seeking a professional Administrator to provide comprehensive support to our Financial Advisers.
The ideal candidate will have:
* Strong knowledge of the wealth management process
* Experience using industry-standard software
* A background in a wealth management or financial services environment
Key Responsibilities:
* Ensuring the smooth and efficient running of the back office
* Working closely on a 1:1 basis with an adviser and collaborating with the wider team to deliver exceptional service
* Preparing documentation for client review meetings, including meeting packs, debrief notes, and follow-up actions
* Scheduling and coordinating client review meetings
* Managing and delivering client reviews in line with service level standards
* Producing standard documentation, such as SLs, CFRs, illustrations, calculations, and compliance paperwork, through to submission
About You:
* A confident, professional, and numerate individual with a proactive, "can-do" attitude
* Ideally experienced in wealth management with a good overall understanding of the advice process—and eager to continue developing your knowledge
* Highly organised, an excellent communicator, and comfortable working independently
This is an excellent opportunity to join a forward-thinking, close-knit firm that continuously strives to enhance the services it provides. In return, you’ll receive a competitive package and ongoing support to grow your skills and progress your career.
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