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Wealth Management Administrator

Posted 11 days 10 hours ago by Alderley Park Recruitment

£30,000 Annual
Not Specified
Middlesex, Harrow, United Kingdom, HA1 1
Job Description

Alderley Park Recruitment's notable client based in North London is currently looking to recruit a Wealth Management Administrator. This is a permanent role, based on site and is paying a salary up to £30,000 DOE.

his role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

  • Client correspondence, written and verbal.
  • Processing New Business.
  • Preparation of client review packs.
  • Arranging client meetings and managing the Adviser's diary.
  • Illustration requests.
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Taking phone calls, enquiries and requests, and handling them where appropriate.
  • Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Role Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or have the ability to learn:

  • Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
  • Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
  • Management and prioritising workloads.
  • Excellent planning, organisational and multi-tasking abilities.
  • Analytical and problem-solving skills.
  • Flexibility/ adaptability to cope with change.
  • Excellent communication skills at all levels.
  • A team player with a positive attitude.

This is a great opportunity with a fantastic business. If you have the skill set and experience suited to this role please apply now in order to be considered.

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