Administrator
5 months ago
**Role: Wealth Administrator, Bournemouth**
**What is the purpose of the role?**
An exciting opportunity for an administrator to join the Bournemouth office, working within a team who provide holistic Wealth Advisory Service in relation to retirement planning, estate planning, investments, and protection. Typically, our clients are HNW individuals with complex planning needs.
Sitting within the Private Client Division of Investec Wealth & Investment UK, the Bournemouth office continues to target strong growth driven by our advice-focused approach. Working together as a team alongside the Guildford office, we pride ourselves on delivering demonstrable, measurable value for our clients.
We are looking for someone who is excited about the prospect of joining a growing part of our business and who is passionate about a career in financial services.
**What are the Key responsibilities of the role?**
- Preparing documentation for Planners in advance of their client meetings, including requesting valuations and policy details.
- Sending Letters of Authority (LOAs) to clients and tracking progress of policy information received.
- Working alongside Paraplanners to ensure they have sufficient policy information to compile advice reports.
- Liaise with providers and Paraplanners to prepare documentation for advice reports.
- Liaise closely with our centralised Financial Planning Administration team regarding new business submissions and ongoing cases.
- Maintenance of client records (on Xplan) to ensure client data is up to date. Completing client workflows and tasks in Xplan in line with company policy.
- Working in line with company compliance processes and documentation requirements.
- Working alongside the investment managers and their teams, coordinating annual reviews for joint investment management and financial planning clients.
**What are the core skills and knowledge required?**
- Good attention to detail and strong organisation skills.
- Excellent telephone manner listens actively and questions to clarify own understanding.
- Prioritises and makes effective use of time, with flexibility to work in line with the changing needs of the team.
- Strong team ethic. Works co-operatively and effectively with colleagues to complete tasks and achieve targets.
- Experience using Xplan.
**Job Types**: Full-time, Permanent
Pay: £28,000.00-£35,000.00 per year
**Benefits**:
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Health & wellbeing programme
- Life insurance
- Private dental insurance
- Private medical insurance
- Referral programme
- Sick pay
- Work from home
Schedule:
- Holidays
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
**Education**:
- A-Level or equivalent (preferred)
**Experience**:
- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)
**Language**:
- English (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: Hybrid remote in Bournemouth, BH2 5QY
Reference ID: 10217
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