Administrator - Wma

This is an excellent entry level Administrator role within a reputable Wealth Management business. You will receive top-end training to support Financial Advisors and the wider team.

**Client Details**

Our client is a national Wealth Management organisation with offices all over the UK. They are now looking for an Administrator to join their busy office in Bath.

**Description**

The key duties and responsibilities for this Administrator include
- Prepare and package financial planning reports for the Financial Planners and their clients
- Preparation of transnational 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

**Profile**

What you need to be successful as an Administrator is
- Good IT skills, include MS Packages
- Previous experience in an administrative position (or similar)
- Have a basic understanding of financial services
- Organisational skills

**Job Offer**
- £22,000 salary
- 25 days holiday + bank holidays
- Life assurance
- Private Medical
- Cash plan
- Income protection
- A great culture including dress down Fridays, social events (races, pub quizzes etc.)