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Administrator-Wealth Management
£19.88ph-£24.00ph-Temp 6 months
ASAP Start
Financial Services
Bank Station
Office Based-9am-5pm
A well established and leading Wealth Management firm require an Administrator to join their busy Wealth Planning team to provide support to the Administration Manager, Planners and Paraplanners.
The role:
- 2-3 years' experience within a similar role essential
- Processing new business for clients including ISAs, Pensions, LOAs
- Monitoring clients ISA subscriptions
- Creating annual client reports
- Working closely with Advisers and Paraplanners to gather information
- Contacting clients and providers to obtain any missing/required information
- Inputting data and updating and maintaining client records
- Issuing and following up on information requests to pension providers and life/investment companies in writing and via telephone
- Liaising with clients on the telephone, via email and if required, attending client meetings
- Managing the ongoing client review process for the Wealth Planners
- Arranging stock transfers liaising with internal teams and external companies
- Maintaining databases including supervisor access, fund updates, template creation
The ideal candidate will have:
- Excellent attention to detail
- Knowledge of ISA's, LOAs and pensions
- Enjoy working in a fast paced environment
- The ability to apply critical thinking and use initiative
- Excellent organisational skills and ability to prioritise workload
- Confident when speaking to clients and colleagues
- Strong numerical literacy, and excellent verbal and written communication skills
- Proficient using MS office Suite- Word, Excel and PowerPoint
- Previous experience of Voyant, Finametrica and Intelliflo would be advantageous
If you are an immediately available Administrator looking for your next assignment please send your CV forward as this is an ASAP start!
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
