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Wealth Management Coordinator
1 week ago
We are looking for a highly organized and detail-oriented Financial Planning Administrator to join our client's team in Bolney.
This part-time role involves providing administrative support to financial advisers and mortgage advisers.
Responsibilities:
- To produce client portfolio valuations from various investment providers (£25k - £30k salary).
- To produce all quotations, application forms, and fund fact sheets for the Advisors prior to client meetings.
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records.
- To produce Letters of Authority for new clients to service policies.
- To produce any Letters/Forms required for switches, encashments, etc.
- Ensure compliance requirements are met on all new business cases.
- Weekly chasing of all new business cases.
- Weekly chasing of all existing business enquiries.
Requirements:
- Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of finance as we know most skills are transferable.
- IT literate
- Numerate and literate with some knowledge of various administrative processes, ideally in Investments or finance.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritizing own workload.
- Experience of MS Office including Excel, Word, Outlook, and Teams.
- Excellent interpersonal skills.
- Excellent organizational and planning skills with the ability to multi-task.