Wealth Administration Specialist
3 weeks ago
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).
- 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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