Wealth Management Coordinator

2 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time

About the Opportunity:

We are seeking a highly motivated and organized Wealth Management Coordinator to join our team in Newcastle. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth delivery of services to our clients.

Key Responsibilities:

  • Prepare correspondence, including letters and emails, to ensure timely communication with clients.
  • Ensure accurate documentation is attached to client records, maintaining confidentiality and adhering to regulatory requirements.
  • Process letters of authority and chase providers to resolve queries efficiently.
  • Maintain administration systems, ensuring all client data is up-to-date and accurate.
  • Develop strong relationships with clients, interacting directly with them to meet their needs.
  • Arrange client meetings for Advisers as required, preparing files for both new and existing clients.
  • Process and monitor new business, liaising with clients and third parties to ensure seamless transactions.
  • Manage pipeline activity, providing regular progress updates to clients and Advisers.
  • Issue policy documents, providing excellent customer service throughout the process.

Benefits:

  • Competitive salary: £25,000 - £30,000 per annum (dependent on experience)
  • 25 days' holiday plus bank holidays
  • Day off for your birthday
  • Annual salary review
  • Staff awards and recognition
  • Study support for professional industry exams
  • In-house academy and professional development opportunities
  • Progression to Trainee Paraplanner, Paraplanner, and Adviser roles
  • Holiday purchase scheme
  • Life assurance
  • Pension scheme
  • Corporate eyecare cover


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