Financial Services Support Specialist
3 weeks ago
Exciting Opportunity for a Wealth Management Administrator
Are you seeking a rewarding role in administration? We have an excellent opportunity available that may pique your interest. This is a permanent position requiring expertise in the Wealth Management sector.
Position Overview:
Wealth Management Administrator
Salary: £25,000 - £27,000
Location: Office-based
Key Responsibilities:
- Provide comprehensive administrative assistance to financial advisors, clients, and stakeholders.
- Manage client appointments and ensure all pre-meeting preparations are completed.
- Document all client interactions and inquiries within the internal CRM system.
- Adhere to established protocols, including compliance with FCA and GDPR regulations.
- Input and maintain client information in the internal database.
- Prepare and distribute essential business documentation.
- Support the paraplanning team with administrative tasks.
- Oversee and manage an inbox efficiently.
- Assist in other departments as required.
Required Skills and Qualifications:
- Proven experience in the Wealth Management field is essential.
- Strong administrative and data entry capabilities.
- Knowledge of GDPR and FCA compliance requirements.
- Exceptional customer service skills, both over the phone and via email.
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