Senior Administrator
4 months ago
**Senior Administrator - Wealth Management**
**Location: Knutsford**
**Salary: Up to £28,000**
- Point of contact for new and existing clients to deal with any queries
- Process new business and ensure clients are kept updated with progress
- Deal with letters of authority and requests for information from external providers
- Help to book meetings for adviser and ensure that all review meetings are booked within appropriate timeframes
- Complete all review meeting letters and associated regulatory requirements
- Update CFRs for new and existing clients
- Deal with any incoming post for clients and scan and save in appropriate files
- Process withdrawal requests
- Process switches and portfolio rebalancing
- Involved in some aspects of Paraplanning
REF: 14243
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£28,000.00 per year
Work Location: In person
Reference ID: 14243
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