Wealth Planning Administrator

4 weeks ago

London, United Kingdom mbf. Full time

We're working on a new & exciting opportunity with a highly regarded Wealth Management firm, who seek to recruit for a Wealth Administrator to join their London based team.

Our client is a highly regarded business with over £20b in assets under management and offices in over ten countries including; Australia, Austria, Hong Kong, Ireland, Japan, Middle East, Singapore, Switzerland, Thailand and the UK.

This well respected business are specialist Wealth Managers for UHNW clients who seek a fresh approach to investing.

Our client is currently seeking to recruit for a role within their Wealth Management division.

**Core responsibilities within this role will include;**
- Financial reconciliations including reporting to Administration Manager/Wealth Planners and Operations Manager.
- Client data input and client record maintenance.
- Maintaining a daily activity diary via Intelligent Office.
- Issue and follow up information requests to life /investment companies in writing and telephone.
- Issue LOA's to providers and request information.
- Summarise information into template format for Paraplanners to prepare recommendation reports.
- Client, life company and internal liaison with Investment Managers.
- Produce valuations from Figaro. Arrange stock transfers liaising with internal teams and external companies.
- Submit and process new business adhering to compliance requirements.
- Maintain Intelligent Office database including supervisor access, fund updates, template set up.
- General administration tasks including logging post, scanning, printing, archiving.

Package on this role will be a base salary of £30-38,000 depending on skills & experience, Annual Discretionary Bonus & Exceptional Benefits.

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