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Senior Administrator
3 months ago
Senior Administrator - Wealth Management
A company in Leamington Spa is looking to hire a Senior Administrator for their Wealth Management team. They value experience and are known for their positive office culture that promotes personal growth and work/life balance.
- Prepare client meeting parks, meeting notes, and action schedules.
- Process all new business following company guidelines.
- Produce client valuations and support the Paraplanning team.
- Maintain client relationships and resolve queries professionally.
- Process fund switches and update client information.
- Co-ordinate client reviews and assist with diary management.
- Manage the client database accurately.
- Work collaboratively with the team to deliver excellent client service.
- Continue professional development and stay up-to-date with industry knowledge.
To be considered for this role, you MUST HAVE PREVIOUS FINANCIAL SERVICES EXPERIENCE, ideally in Wealth Management or IFA. Excellent communication skills, a strong work ethic, and a positive attitude are also required.
