Wealth Management Support Specialist

4 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

Financial Planning Administrator

Competitive Salary

Permanent Position

Location: Newcastle

Meraki Talent Ltd is collaborating with a reputable financial advisory and wealth management organization based in Newcastle. They are in search of a dedicated and skilled Administrator who possesses prior experience in a financial services administrative capacity. As a vital member of the team, you will contribute significantly to the efficiency of the financial planning team and the overall operational workflow.

Key Responsibilities:

  • Support Financial Advisors in nurturing client relationships by processing new business applications, collecting necessary documentation, and ensuring precise client records are maintained.
  • Organize and schedule client meetings, manage appointment bookings, and oversee the Financial Advisors' calendar.
  • Prepare comprehensive client review packages, reports, and presentations to guarantee that accurate and timely information is accessible for client discussions.
  • Conduct thorough research and compile data on investment products, service providers, and regulatory frameworks to assist Financial Advisors in their decision-making processes.
  • Engage with third-party providers, including fund managers, platforms, and insurers, to facilitate transactions and address any inquiries or issues that arise.
  • Execute client investment transactions, encompassing the buying and selling of funds, processing withdrawals, and managing regular investment contributions.
  • Uphold strict confidentiality and comply with data protection regulations when managing sensitive client information.

Candidate Profile:

  • Demonstrated experience in a comparable administrative role within the financial services industry, ideally within a financial planning organization.
  • Outstanding organizational abilities with a proven capacity to handle multiple tasks and prioritize effectively.
  • Meticulous attention to detail and precision in data entry and documentation.
  • Proficient in computer applications, including MS Office Suite and CRM systems.
  • Exceptional communication and interpersonal skills, capable of establishing rapport with clients and colleagues alike.

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