Wealth Management Administrator

4 days ago


Chelmsford, United Kingdom Ortus PSR Full time

An Independent Financial Advisers based in Bath are hiring for a Wealth Management Administrator. They have a strong focus on creating a high performing, fun and supportive culture.

**Benefits**: 25 days annual leave, increasing with service, Annual Leave buy and sell scheme, 4 x Life Assurance, Company Pension Scheme or Salary Sacrifice, PMI, Cash Plan, Group Income Protection, Dress down Fridays, Charity fundraising events, Social Clubs, Work fromhome 3 days a week

**Duties**: Prepare and package financial planning reports for the Financial Planners and their clients

Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters

Liaise with product providers to obtain fees and charges on specific products

Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources

Uploading plan statements and other documents to client records following agreed naming conventions

Maintain accurate client information and record client interaction on the back office system

Assist with the onboarding process of new clients

Assist with the annual review process of existing clients

Any additional ad-hoc requests and support on company projects as and when required

**What is required**: Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint.

Previous experience in an administration role.

Previous experience working within a wealth management practice

Any financial planning qualifications are desirable


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