Wealth Management Administrator

2 months ago

Manchester, United Kingdom Oval Recruit Full time

Wealth Management Administrator - Manchester - £25,000 + Package

A leading UK Wealth Management Company are looking to recruit an experienced individual who enjoys working with Financial Services and would relish working in a friendly supportive office environment.

Working as part of the support team you will help consultants with a range of client support work.

Specifics of the role will include -- Prepare client meeting parks, meeting notes and action schedules.
- Process all new business ensuring company processes and procedures are adhered too.
- Produce client valuations and ensure the Paraplanning team have all the required information to produce suitability reports.
- Maintain contact with clients, resolve queries, direct enquiries and manage the relationship in a professional manner.
- Process fund switches and update valuations, client details.
- Co-ordinate client reviews, ensuring consultants have the required information
- Help consultants with diary management and organise meetings.
- Manage the database ensuring client details are correct and updated.
- Work as a productive part of your team, managing objectives and ensuring best levels of client management are maintained.
- Continue to study towards professional qualifications and be willing to learn new skills and improve technical knowledge

For more information please contact Richard Garbett.

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