Our client is looking for a Wealth Management Administrator to join their team in Hinckley. You will help support an IFA practice, providing first class administration. Key Responsibilities: - Prepare and package financial planning reports for the Financial Planners and their clients - Preparation of 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 - Obtain and assist with the completion of application/instruction forms and fact finds - Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources - Uploading plan statements and other documents to client records following agreed naming conventions - Maintain accurate client information and record client interaction on the back office system - Assist with the onboarding process of new clients - Assist with the annual review process of existing clients - Any additional ad-hoc requests and support on company projects as and when required Candidate Specification: Essential - Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools. - Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business. - Ability to consistently deliver within service standards. - Excellent organisational skills, flexible and proactive approach to getting the job done. - Strong interpersonal skills, both written and verbal communication. - Accuracy and attention to detail to balance demands of role. - Desire to learn and build skills and ability through Personal Development Plan. Desirable - Previous experience of working in similar role - Previous experience of working within financial services - Experience of working in a small to medium sized financial services environment - Experience of working in an environment of significant change - Knowledge of Financial Services Industry