Wealth Support Administrator

3 months ago

Newcastle upon Tyne, United Kingdom Azets Full time

**Who are Azets**
Are you looking to take the next step on your journey? 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"? If yes, then you could be our next investment 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".**

Azets is an award-winning leading firm of Accountants, Wealth Mangers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.

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 get the job that you'll love**
For us, the personal attributes of each of our employees is what makes us authentic in the marketplace. We look for people who can not only collaborate with peers but can also bring their own voice to the table. We want people who are dynamic in their approach and respectful of other people’s opinions. We're looking for someone who wants to join a family of like-minded individuals and be more than just a team member.
**Day to day duties**
- To assist the support team and compliance department
- Discuss any cases that are not clear with your line manager or compliance manager
- Assisting and action post, organising diaries and booking client and internal meetings
- 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
- Dealing with employee queries
- Ensuring Reviews and Certification deadlines are met
- Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly
- Monitor task progress and follow up with responsible parties to mitigate delays and bottlenecks
- Prioritise and allocate tasks based on urgency
- Assist the support team and compliance department
- Discuss any cases that are not clear with your line manager or compliance manage
- Assisting and actioning post and organising diaries
- 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

**What are we looking for?**
- 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.
- Excellent communication and interpersonal skills.
- Detail-oriented with strong organisational and problem-solving abilities.
- Ability to work effectively in a fast-paced, dynamic environment.
- Proficiency in using CRM and office software (e.g., Salesforce, Microsoft Office).

**Our values are our motivation**
Our values are at the heart of everything we do. We're looking for people who also believe in these drivers as we work together to achieve success for both our colleagues and our clients alike. As a business, we believe we are stronger together. We share knowledge, ask for help and empower each other to achieve more collectively. We are open-minded and value everyone’s contribution, embracing our differences and fostering a culture of trust and inclusion. We look for people who adapt quickly to change, finding smart ways to deliver the best results and remain one step ahead. Does this sound like you?

**Why join the Azets family?**
The relationship that we have with our colleagues is of the upmost importance to us as a business. Your voice is important to us. Attracting and retaining the right people who will deliver the level of service that our clients expect is key to both our and your success.

We offer training and development opportunities to all employees and nurture talent from all backgrounds. This helps us to grow our own and bring out the very best in people.

LI-hybrid #LI-CM1

Job Reference: AZ03465

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