Administrator - Wma

1 week ago

Bath, Bath and North East Somerset, United Kingdom Page Personnel Secretarial & Business Support Full time
This is an excellent entry level Administrator role within a reputable Wealth Management business. You will receive top-end training to support Financial Advisors and the wider team.

Client Details
Our client is a national Wealth Management organisation with offices all over the UK. They are now looking for an Administrator to join their busy office in Bath.

Description
The key duties and responsibilities for this Administrator include

  • Prepare and package financial planning reports for the Financial Planners and their clients
  • Preparation of transnational templated client letters, such as letters of authority, change of address and client disengagement letters
  • Liaise with product providers to obtain fees and charges on specific products
  • Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
  • Uploading plan statements and other documents to client records following agreed naming conventions
  • Maintain accurate client information and record client interaction on the back office system
  • Assist with the onboarding process of new clients
  • Assist with the annual review process of existing clients
  • Any additional adhoc requests and support on company projects as and when required

Profile
What you need to be successful as an Administrator is

  • Good IT skills, include MS Packages
  • Previous experience in an administrative position (or similar)
  • Have a basic understanding of financial services
  • Organisational skills

Job Offer
- £22,000 salary

  • 25 days holiday + bank holidays
  • Life assurance
  • Private Medical
  • Cash plan
  • Income protection
  • A great culture including dress down Fridays, social events (races, pub quizzes etc.)

  • Administrator - Wma

    4 weeks ago

    Bath, United Kingdom Page Personnel Secretarial & Business Support Full time

    This is an excellent entry level Administrator role within a reputable Wealth Management business. You will receive top-end training to support Financial Advisors and the wider team. **Client Details** Our client is a national Wealth Management organisation with offices all over the UK. They are now looking for an Administrator to join their busy office in...