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Wealth Services Administrator

4 months ago

Bristol, United Kingdom atomos Full time

We are looking for an experienced Wealth Planning Administrator to join our Wealth Services team in Bristol.

**Career**

Ideally, you will have experience working within an IFA / Financial or Wealth Planning firm and hold strong administrative skills. No day will be the same with new queries from our Portfolio Managers, making and checking payments, vetting client requests for changes and actioning account closures.

**About the role**
Reporting to the Wealth Services Team Leader, you will join a team of 6 to help support our Portfolio Managers, Wealth Planners, and Client Services teams.

**Accountabilities**
- Assisting with all enquiries in a timely manner, addressing and answering Portfolio Manager's and intermediaries’ queries, and providing full administrative support
- Processing any death claims, power of attorney, trust cases, account closures, and account openings
- Processing any cash withdrawals for clients
- The creation of new client records and any ongoing changes are updated and systems are regularly reviewed and maintained

**Skills and Experience**
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- A professional and personable communicator who is comfortable dealing with queries and liaising with different levels and teams
- Familiarity with various life/pension/investment providers
- Conversant with platform providers e.g., Nucleus
- Have a good knowledge or awareness of technical compliance procedures including CASS, transfers In, payment of annuities, taxation of life assurance policies, BACS, and best practice for direct debiting schemes

**Benefits**
- Hybrid working - 3 days in the office and 2 days at home
- Pension - 6% employer and 3% employee
- 25 days holiday plus your birthday plus bank holidays
- Private medical insurance
- 4 x Life Assurance
- Group income protection
- Working anywhere for up to 4 weeks

The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.