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Wealth Management Administrator

Artemis Recruitment Consultants Ltd
Posted 17 days ago, valid for 22 days
Location

Horsham, West Sussex RH13 0NE, England

Salary

£40,000 - £48,000 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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  • The Wealth Management Administrator position in Horsham seeks an experienced Financial Administrator to support Financial Advisers with various administrative tasks.
  • Candidates should have prior experience in a Financial Planning role and possess strong organizational and communication skills.
  • The role involves using CRM systems like Salesforce, managing client records, processing new business applications, and ensuring compliance.
  • The salary for this position is competitive, and full training will be provided with opportunities for progression within the SJP Accreditation Framework.
  • Applicants must be flexible, detail-oriented, and willing to work additional hours when necessary.
Wealth Management Administrator - Horsham

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

Key Responsibilities:

  • Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
  • Issuing letter of authorities (LOAs) to providers
  • Chasing financial institutions to provide requested information
  • Telephone liaison with Administration Centres and Paraplanners
  • Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
  • Creating and updating client records and our databases with financial and personal data
  • Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
  • Deciphering policy information and inputting into the company CRM
  • On boarding new clients to our company CRM
  • Preparing client files for review meetings
  • Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
  • Completing illustrations and applications for new business
  • Processing New Business and chasing through to completion
  • Processing Application forms
  • Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
  • Manage the compliance requirements of the business - Ensure new business and client files are fully compliant
  • Maintaining accurate computer records
  • Managing company compliance records
  • Managing the new SJP meeting review process
  • Managing business pipeline
  • Learning to write basic Suitability Letters
  • Assisting with marketing administration
  • Other adhoc duties
  • Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework

Experience and Qualifications:

  • Previous experience within a Financial Planning role
  • Must have a can do attitude
  • Must be flexible and adaptable
  • Exceptional attention to detail is paramount
  • Excellent communication skills
  • Excellent written English, numerate and analytical
  • Strong organisational skills
  • Ability to use own initiative and Multi task
  • Able to work additional hours when required

This will be an office based role in Horsham.

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.