Annual Review Administrator

Four Squared

Posted 10 hours ago, valid for 21 days

Bromsgrove, Worcestershire B61 7DU, England

£23,000 - £25,000 per annum

Full Time

Retirement Plan

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Sonic Summary

The Annual Review Administrator position is available at a well-established wealth management firm in Bromsgrove.
The salary for this full-time, permanent role ranges from £23,000 to £25,000 per annum, plus a quarterly performance-based bonus.
Candidates should have a minimum of 12 months of administration experience, preferably within financial services.
Key responsibilities include managing the Annual Review process, preparing client documentation, and ensuring compliance with industry regulations.
Benefits include private medical insurance, a company pension scheme, and support for career development and industry qualifications.

Annual Review Administrator – Wealth ManagementLocation: BromsgroveSalary: £23,000 - £25,000 per annum + BonusReference: 1152271Job Type: Full-time, PermanentA well-established wealth management firm is seeking a highly organised Annual Review Administrator to oversee and manage the client Annual Review process. This role is ideal for a detail-oriented individual who thrives in a structured, professional environment and enjoys working closely with financial advisers and clients.Key Responsibilities:

Managing the full Annual Review process, booking client meetings via phone, email, or post.
Preparing Annual Review packs, including valuations, fund factsheets, and compliance documents.
Updating and maintaining accurate client data for MI reporting.
Handling day-to-day client and provider enquiries.
Coordinating documentation and supporting advisers in client meetings.
Processing fund switches and withdrawals as instructed.
Ensuring compliance with industry regulations and internal procedures.

Key Requirements:

Minimum 12 months’ administration experience (preferably within financial services).
Strong attention to detail and organisational skills.
Excellent communication skills, both written and verbal.
Proficiency in Microsoft Office and ability to work with back-office systems.
Ability to multitask and meet deadlines in a fast-paced environment.

Benefits:

Bonus: Quarterly performance-based bonus.
Career Development: Full support for industry qualifications and professional growth.
Private Medical Insurance & Cash Plan (following probation).
Company Pension scheme.
Holiday: 20 days + bank holidays, increasing with service.

Schedule:

Monday to Friday, 8-hour shifts (37.5 hours per week).
Office-based role in Cofton Hackett (B45).

If you are interested in more details please contact Jack at Four Squared Recruitment!!

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