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Wealth Management Administrator

Cameron James
Posted 18 days ago, valid for 6 days
Location

Cobham, Surrey KT113QJ, England

Salary

£24,000 - £31,200 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This role offers an exciting opportunity to join a Chartered Financial Planners firm in Leatherhead as a Client Support professional.
  • Candidates should have at least 1-2 years of experience in a similar administrative role within financial services.
  • The position involves providing high-quality administrative support to Financial Advisers and assisting with client documentation and reports.
  • The salary for this position is negotiable, with additional benefits and holiday entitlement included.
  • The role also offers long-term career progression opportunities and a hybrid working model of 3 days in the office and 2 days from home.

This is an exciting opportunity to join an evolving firm of Chartered Financial Planners with offices in Leatherhead.

The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team.

They are very committed to supporting personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within Financial Planning.

Job Description

Support the Financial Advisers by providing full administrator support to clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries.

Main responsibilities of the Administrator are:

  • Gather information and collate sales documentation:
  • Prepare illustrations, comparisons.
  • Preparation & documentation of Letter of Authorities for client existing plans.
  • Completion of Plan Checklists
  • Assist in compilation of Suitability Reports
  • Upload documents IO for compliance
  • Facilitate the approval of cases which do not initially pass PFA checking and ensure papers are complete.
  • When approved, submit application documentation to product providers.
  • Update Intelliflo status.
  • Update Database/systems.
  • Ensure business issued as quickly as possible

There are long term career progression opportunities as well as ongoing qualifications and incentives.

Excellent Benefits and holiday entitlement. Salary neg.

3 days office based 2 from home hybrid if required.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.