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Wealth Planning Administrator

3 months ago

London, Greater London, United Kingdom Workingmums Full time

We are looking for an experienced Administrator to join an Award-Winning firm of Chartered Wealth Planners on a part-time basis.

You will play a key role in providing top-notch PA and general administrative support to the Private Client Director and the team. Some of your daily tasks will include:

  • Submit new business to providers
  • Follow up with clients for necessary paperwork and information
  • Communicate with product providers
  • Assist clients with queries professionally and promptly
  • Handle valuation production and fund switches when needed
  • Schedule and manage meetings for the Private Client Director
  • Maintain accurate client information and meeting notes in internal systems

The ideal candidate should have over 3 years of experience in the financial services sector, specifically in an administration role, with knowledge of pensions and investments. Familiarity with iO or equivalent systems will be a plus.

You will be working 20 hours a week (Monday to Friday) with the possibility of occasional overtime to meet client meeting and deadline requirements.

If you believe you have the necessary skills for this role, please send in your CV or get in touch with Jessica Wiggins at BRUIN Financial.