Contract Support Administrator

1 month ago


Newcastle upon Tyne, United Kingdom Azets Group Full time

Business Area: Administration & Office Support
Contract Type: Permanent
Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? At Azets, you're in control of your career and with our support this will make us even stronger, together.
Our motto when it comes to career development is "Your Journey, Your Voice, Your Success".
Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.
To assist the support team and compliance department
Answering and making telephone calls to clients and providers
Sending off and chasing up on information with regards to Letters of Authority and adding to back office system
New business submission and chasing for all new client applications until project is complete, whilst keeping adviser and client informed
New business submission and chasing for all new client applications until project is complete, whilst keeping adviser and client informed;
Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly;
To assist the support team and compliance department;
Answering and making telephone calls to clients and providers;
Ensure all required paperwork is completed accurately and in compliance with regulatory standards.
Sending off and chasing up on information with regards to Letters of Authority and adding to back office system.
Proven experience in a similar role within the financial services industry, preferably in wealth management.
Strong understanding of financial products, investment vehicles, and wealth management processes.
Proficiency in using CRM and office software (e.g., Salesforce, Microsoft Office).
Our benefits include hybrid & flexible working, birthday leave, professional exams and subscription and much more.
Be a good colleague - work well with your colleagues in Azets and help them achieve our collective goals
Do the right thing - We are an advice-based business, and the quality of our advice is paramount
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