Location - Putney
Salary - £30,000-£35,000+
Role - IFA Administrator
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
The Role;
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities;
1. Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations
2. Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
3. Acting as a key contact point for all internal and external administrative queries
4. Provide email, diary administration; communication support including pre and post meeting preparation and actions
5. Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
6. Ensure all administration follows Wealth Managements regulatory and procedural processes
7. Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
8. Management of account opening and closure paperwork, and fee invoicing administration
9. Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
10. Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
11. Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
12. Client phone/email contact
13. Compliance and other internal departments
Do you have;
14. High net worth Wealth Management administration experience
15. Strong organisational and administrative skills
16. A responsive and proactive attitude
17. Understand the importance of and can deliver accuracy
18. Effective written and verbal communication skills
Qualifications;
19. Suitable Wealth Management planning qualifications achieved or are working towards
On Offer;
20. Flexible working
21. Competitive salary, pension & holiday allowance
22. BUPA Health cover
23. 4x Life Assurance
24. Income Protection scheme
25. Discretionary bonus
26. Market leading maternity/paternity and menopause policies
27. Flexible benefits
Does this sound like it could be your next move?
Please apply or get in touch for more information