Wealth Management Administrator

Benefits:

• 25 days annual leave, increasing with service
• Annual Leave buy and sell scheme
• 4 x Life Assurance
• Company Pension Scheme or Salary Sacrifice
• PMI
• Cash Plan
• Group Income Protection
• Dress down Fridays
• Charity fundraising events
• Social Clubs
• Work from home 3 days a week

About the company:

An Independent Financial Advisers based in Bath are hiring for a Wealth Management Administrator. They have a strong focus on creating a high performing, fun and supportive culture.

Duties:

• 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

What is required:

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint.
• Previous experience in an administration role.
• Previous experience working within a wealth management practice
• Any financial planning qualifications are desirable