Wealth Management Administrator - London

Wealth Management Administrator

London

This independent wealth management provider based in the heart of the City of London, also have offices in other parts of the country has grown steadily and now require a wealth management administrator.

Relevant Skills, Experience and Qualifications

• Previous experience in an adviser support role within an IFA firm
• Ability to work as part of a team as well as on your own initiative
• Ability to critically evaluate information, probe and challenge the facts
• A flexible and adaptable attitude towards work
• Ability to work accurately and in accordance with procedures
• Excellent time management, ability to meet deadlines
• Experience of using provider platforms and product provider extranet sites
• Experience of Microsoft Word, Excel, Outlook
• Certificate in Financial Planning or equivalent

Responsibilities

• To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:
• Dealing with day to day client and provider enquiries
• Arranging client meetings for the adviser
• Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing and submitting applications and supporting documents to product providers
• Inputting new business proposals to the back-office system in line with Company procedures
• Undertaking fund switches upon the instruction of the client
• Maintaining accurate records of all verbal and non-verbal communications with the client
• Typing adviser dictation for file and meeting notes
• Maintaining up to date client fact find information on the back-office system
• Maintaining client files in line with Compliance procedures
• Keeping track of fees and chasing where appropriate