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Wealth Management Assistant

2 months ago

Bristol, Bristol, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking an experienced Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management Firm, you will play a vital role in supporting our Financial Advisers and contributing to the success of our business.

Key Responsibilities
  • Assist Financial Advisers in preparing recommendations and maintaining client records.
  • Research and learn about various financial products, including individual and employer pension knowledge, investments, and protection products.
  • Collaborate with colleagues to ensure a smooth and timely business process.
  • Manage and maintain accurate records of pipeline and submitted business.
  • Provide exceptional client service and support, including regular contact and booking annual reviews.
  • Process new business and submit to internal and external systems.
  • Develop a broad knowledge of financial products and services.
Requirements
  • Previous experience in a similar role within a financial services business.
  • Strong communication and interpersonal skills.
  • High attention to detail and organizational skills.
  • Ability to work in a busy and professional environment.
  • Good IT skills, including Office 365.
  • Excellent time management and prioritization skills.
  • Good telephone manner.
What We Offer
  • Competitive salary dependent on skills and experience.
  • 25 days annual leave.
  • Birthday off as additional leave.
  • Auto enrolment pension.
  • Death in Service.
  • Training and support towards industry-recognized certifications.
  • Cycle to work scheme.