Overview
Direct message the job poster from Quilter Financial Planning
Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.
Exciting Senior Administration opportunity within a forward thinking Financial advisory company. If you have some experience with the Financial Services industry and are seeking a role that can help you progress your career, then this could be the opportunity for you! Quilter Financial Planning are offering an excellent opportunity for an individual to work as a Wealth Administrator within one of our Strategic Partner firms, based in Hove.
Purpose of the role
To support a financial adviser in providing the highest levels of client service and in growing the business in a strong but sustainable and scalable way.
Responsibilities
* Assisting a wealth adviser in the client servicing process.
* Assisting a wealth adviser to onboard clients brought in from another wealth advice firm.
* Support compliance processes by ensuring documentation meets regulatory standards.
Skills and behaviours
* Organisational skills, timescales and realistic forward and contingency planning
* Relationship Management skills for both internal stakeholders (inc principal, advisers, paraplanners, administrators) and external stakeholders (inc clients and providers).
* Attention to detail, conscientiousness, personal ownership, Flexibility in thinking, resourcefulness, initiative, teamworking, resilience.
Knowledge required/preferred
Experience of XPlan and 360 would be an advantage but not essential
Seniority level
* Associate
Employment type
* Full-time
Job function
* Administrative
Industries
* Financial Services and Banking
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