Administrator

Administrator - Wealth Management

Leicester - hybrid option available, 1 day per week at home (our Ref AL1350)

Salary £24,000 - £26,000 dep on exp + generous benefits

My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team

ADMINISTRATOR ROLE SUMMARY

The role requires the individual to provide support to one or more financial advisers and will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.

ADMINISTRATOR RESPONSIBILITIES

• Maintain regular contact with clients providing assistance where required
• Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
• Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
• Sending Letters of Authority
• Collate and evaluate client policy/investment/pension
• Researching products and funds using software such as Select A Pension and FE Analytics
• General Administration duties
• Create and maintain client files and enter details onto back-office database
• Submitting Business on internal and external systems
• Prepare paperwork for pre-sale and post-sale
• Maintain regular contact with clients, booking clients in for annual reviews and management of review process
• New business processing and submission to Business quality, submitting onto external and internal systems
• Monitoring of trail fees, consolidation of correct amounts from correct providers and payment & Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up
• Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products

THE IDEAL PERSON

• Ability to build strong working relationships with both the IFA, and the rest of the team.
• Previous experience of working within a similar role within a financial services business is desirable
• Experience using financial research tools will be advantageous
• Working towards the diploma qualification preferred, but not essential
• Possess strong communication skills, have a high attention for detail
• Have strong interpersonal and organisational skills with the ability to work in a busy, fun and professional environment
• Happy to work on your own and as part of a team
• Excellent time management skills
• Good IT skills including Office 365 are required
• Capable of meeting deadlines & being able to prioritise effectively
• A good telephone manner

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.