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Wealth Management Administrator - Farnborough, Farnborough
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Client:
Location:
Farnborough, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
61d9e55ddd0e
Job Views:
6
Posted:
05.05.2025
Expiry Date:
19.06.2025
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Job Description:
Wealth Management Administrator - Farnborough
Our client is looking for a Wealth Management Administrator to join their team in Farnborough.
Key Responsibilities:
* Prepare and package financial planning reports for the Financial Planners and their clients
* Prepare transactional templated client letters, such as letters of authority, change of address, and client disengagement letters
* Liaise with product providers to obtain fees and charges on specific products
* Assist with the completion of application/instruction forms and fact finds
* Obtain policy information, documents, factsheets, illustrations, and product comparison quotes from appropriate sources
* Upload plan statements and other documents to client records following naming conventions
* Maintain accurate client information and record interactions on the back office system
* Assist with onboarding new clients
* Participate in the annual review process of existing clients
* Support company projects and handle ad-hoc requests as required
Candidate Specification:
* Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) or similar tools
* Strong commitment to delivering exceptional service and achieving the best outcomes for clients and the business
* Ability to meet service standards consistently
* Excellent organizational skills, proactive and flexible approach
* Strong interpersonal, written, and verbal communication skills
* High accuracy and attention to detail
* Willingness to learn and develop through Personal Development Plans
* Previous experience in a similar role
* Experience in financial services
* Experience working in small to medium-sized financial environments
* Experience managing significant change
* Knowledge of the Financial Services Industry
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