Wealth Management Administrator

5 days ago


London, Greater London, United Kingdom Recruit Wealth Ltd Full time

**Job Summary:**

We are looking for a skilled Business Support Specialist to join our team at Recruit Wealth Ltd. As a key member of our Financial Planning department, you will provide administrative support to our Financial Planners, focusing on delivering exceptional client experiences.

**Key Responsibilities:*

  • Foster strong relationships with clients, utilizing effective communication skills to build trust and confidence.
  • Ensure diary management is optimized, scheduling appointments and maintaining an organized schedule for Financial Planners.
  • Coordinate the appointment booking of ongoing service reviews for Financial Planners.
  • Prepare and distribute documentation according to company protocols, taking into account data protection guidelines.
  • Update client data, including changes to fact finds.
  • Accurately record client soft facts, noting significant events when interacting to develop rapport and deliver personalized service.
  • Work collaboratively with colleagues across the business to prepare Financial Planners for client meetings.
  • Communicate with clients to resolve outstanding matters and prevent delays in processing advice.
  • Share updates on the progress of client advice with Financial Planners.
  • Redirect inquiries to the relevant team within the organization to address issues and maintain seamless client service.
  • Handle client complaints and/or breaches by elevating them promptly to management/compliance.

**Compensation and Benefits:**

* The salary range for this position is £30,000 - £40,000 per annum, depending on experience* 28 days holiday plus Bank Holidays* Private Medical Insurance* Employee Assistance Program* Private Pension* Discretionary annual bonus up to 10%* Flexible work arrangements, including hybrid/Work from home* Our company offers a competitive salary, comprehensive benefits package, and a dynamic working environment that supports employee growth and well-being.



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