Wealth Administration Specialist

3 weeks ago


Aylesbury, Buckinghamshire, United Kingdom Melo Recruitment Full time
Job Title: Wealth Administrator

Location: Buckinghamshire

Salary: £31,000 DOE

We are seeking a highly organised and detail-oriented Wealth Administrator to join our team in our Buckinghamshire based office. The ideal candidate will possess strong skills in wealth/IFA administration, diary management, and adviser support, alongside excellent communication abilities and proficient IT skills.

Key Responsibilities:
  • Manage and maintain client portfolios, ensuring all data is accurately recorded and updated.
  • Prepare and process new business applications, transfers, and withdrawals.
  • Handle client queries and provide necessary information in a timely manner.
  • Schedule and coordinate meetings, appointments, and events for advisers.
  • Ensure advisers' diaries are up-to-date and efficiently managed.
  • Provide administrative support to financial advisers
  • Assist with the preparation of financial reports, statements, and presentations.
  • Draft, review, and send correspondence and documentation as required.
  • Utilise financial software and CRM systems (IO, Transact, Dynamic Planner) to manage client data and generate reports.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Requirements:
  • Previous experience in a wealth/IFA administration role or similar financial services position.
  • Strong organisational and time-management skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Proficient in using financial software and Microsoft Office Suite.
  • Attention to detail and high level of accuracy.
  • Knowledge of financial products and services is advantageous.

We have built a highly competitive package:

  • Basic salary £30,000 DOE
  • Professional development and career progression routes
  • Qualification and study support
  • Flexible hybrid working structure
  • Company pension scheme
  • Free office parking
  • Attractive benefits package


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