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Wealth Management Administrator
3 months ago
My client who is based in Emsworth near Portsmouth is looking for a Wealth Management Administrator to join them on a permanent basis.
Client Details
My client is a professional services business with offices in Emsworth.
Description
As the Wealth Management Administrator you will be responsible for:
- Arranging team meetings, client meetings and appointments.
- Administering new client pensions, investment, and risk contracts.
- Effectively liaise with product providers and partners.
- Managing and finalising client documentation ensuring completeness.
- Managing and coordinating annual client reviews.
- Processing investments, fund switches and sales documentation within SLA.
- Checking and completing investment transactions to ensure in line with original instructions.
- Dealing with client queries.
- Ensuring the backoffice system is up to date
- Keep up to date with FCA regulations and internal policies and procedures.
Profile
In order to be considered for the role you will:
- Have previously worked in a similar role within the industry
- Be willing to learn and expand your knowledge in this area
- Be a good communicator
- Be well organised and IT literate
Job Offer
The chance to work in a role with hybrid working options available.
