Wealth Management Administrator

4 weeks ago

Leeds, United Kingdom Reward Recruitment Full time

**Wealth Management Administrator**

**Leeds**

**£25,000 - £28,000, with benefits including Employer pension contribution, death in service (4x), 24 days paid leave plus bank holidays, Discretionary bonus, Exam support and training**

**Duties**:

- On boarding new clients to the business, ensuring the new client file is fully compliant This will include:

- Adding new client information to Intelligent Office back office system
- Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded
- Adding plan/investment information to Intelligent Office
- Preparation/Implementation of advice This will include:

- Prepare cost and charges disclosure documents
- Obtain illustrations
- Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment
- Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation
- Ensure that all actions within the Intelligent Office Diary Manager are dealt with within the required timescales and all diary entries are updated when relevant
- Ensure all client files are correctly formatted, tidy and contain all appropriate information/documentation
- Ensure that fact find sections within Intelligent Office are completed and updated when appropriate
- Provide general office administrative support including filing, scanning, photocopying, post & franking

**How to Apply**:
Please send your CV immediately or contact Stuart at Reward Recruitment Limited on 0 7 7 4 7 7 8 2 9 3 4.

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