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Wealth Management Coordinator

2 months ago

Harrow, United Kingdom Burgh Recruitment Full time

Job Summary:

We are seeking a highly motivated and organized Wealth Administrator to join our team at Burgh Recruitment. As a Wealth Administrator, you will play a vital support role in a busy Financial Services office, working closely with our Wealth Managers to deliver exceptional client service.

Key Responsibilities:

  • Manage the full client review meeting process from end to end, ensuring seamless communication and timely completion.
  • Update Confidential Financial Reviews, maintaining the highest level of confidentiality and accuracy.
  • Process and chase Letters of Authority, ensuring compliance with regulatory requirements.
  • Complete fund switches and send fund switch letters, maintaining accurate records and ensuring timely completion.
  • Handle incoming calls and delegate actions to other team members, providing exceptional customer service.

About the Role:

This is an excellent opportunity for a driven and enthusiastic individual to develop their skills and knowledge within a dynamic and respected Financial Services company. As a Wealth Administrator, you will have the opportunity to work closely with our Wealth Managers, learning from their expertise and contributing to the success of the team.

Requirements:

  • Previous experience in Financial Services, with a strong understanding of regulatory requirements.
  • Excellent communication and organizational skills, with the ability to work in a fast-paced environment.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Strong attention to detail and ability to work accurately in a high-pressure environment.

What We Offer:

Burgh Recruitment is a highly respected recruitment agency, specializing in Financial Services recruitment. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.