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Financial Services Administrator

2 months ago

Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time
Job Opportunity: Administrator - Wealth Management Firm

A dynamic and forward-thinking Wealth Management Firm is seeking a highly organized and detail-oriented Administrator to join their team at their head office in Doxford International Business Park.

About the Role

As an Administrator, you will play a crucial role in supporting the advisory team with diary management, pre and post-sale processes, and client engagement. This is an excellent opportunity for someone looking to develop their skills and progress to a financial adviser status with fully funded DipFS.

Key Responsibilities
  • Initial client engagement and diary management for the advisory team.
  • Responsible for issuing letters of authority and obtaining policy information to aid the advice process.
  • Ensure client investment changes are processed in line with advice standards.
  • Maintain client communication post-advice completion.
  • Ensure client annual reviews packs are distributed within required timeframes.
  • Ensure back-office systems are up to date.
Ideal Candidate

The successful applicant must be a strong and confident communicator with an interest in the financial advice sector. They should have an appreciation and preferably experience of offering high-quality service to consumers. The individual should be prepared to commit to a comprehensive schedule of CPD to further support this.

Whilst the company will support the successful applicant through to Chartered status both practically and financially, the individual will need to be prepared to study outside of working hours and apply themselves to our proven progression plan.

Requirements

Preferably degree qualified (or equivalent) preferably in a related subject and/or experience in a similar role.