Administrator (Wealth Management)

2 weeks ago


Reigate, United Kingdom Define Wealth Full time

Define Wealth provides independent financial advice, wealth management and financial planning services to high-net-worth individuals, company directors and corporate clients.
- **As a flexible employer, we are open to those looking for flexible school-run friendly hours - such as 09:30am to 2:30pm or 3:00pm. Part-time working is also a possibility.**_

**Role Responsibilities**:

- Record each call as they occur, as well as manage, distribute, and handle mail (including scanning / shredding).
- Manage stationery and office supplies.
- Consistently provide a quality customer experience to clients.
- Continuously seek to identify areas where the service to clients could be improved and communicate to the senior team members.
- Deal with simple queries and requests using standard letters.
- Seek clarification where errors are made.
- Monitor own workflow to ensure service levels are achieved.
- Provide advisor diary management.
- Accurately perform manual calculations, including client file administration and account reconciliation.
- Know and live the firm’s values.
- Assist the wider team in more complex / project work when required.
- Be accountable for own development, identifying and raising any learning needs with senior members of the team.
- Help to provide an efficient, professional service to meet all client needs.
- Develop knowledge of financial products and taxation.
- Build effective working relationships with the clients and colleagues.

**Job Types**: Full-time, Part-time, Permanent
Part-time hours: 30 per week

**Salary**: £21,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

COVID-19 considerations:
All workstations are situated to comply with social distancing guidance.

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Wealth Management Administration: 2 years (required)
- PA or Office Management: 2 years (required)

Work Location: One location



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