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Wealth Management Coordinator

2 months ago

Harrow Weald, Greater London, United Kingdom Burgh Recruitment Limited Full time
Job Description

Job Title: Wealth Administrator

Job Type: Full-time

Company: Burgh Recruitment Limited

About the Role:

We are seeking a highly organized and detail-oriented Wealth Administrator to join our team. As a Wealth Administrator, you will be responsible for providing exceptional support to our Wealth Managers, ensuring seamless client experiences, and contributing to the growth and success of our business.

Key Responsibilities:

  • Manage the full client review meeting process from end to end, ensuring timely and accurate completion.
  • Update Confidential Financial Reviews, input, and update as necessary.
  • Process and chase Letters of Authority, complete fund switches, and send fund switch letters.
  • Handle incoming calls, delegate actions to team members, and respond to client inquiries (technical and administrative).
  • Manage workflow through Salesforce and Business Trackers, ensuring efficient and effective use of time.
  • Continuously learn and develop bespoke skills and knowledge to meet individual ambitions and goals.

Requirements:

  • Relevant experience in Wealth Management or Financial Services, with a strong understanding of industry practices and regulations.
  • Proficient in the use of Salesforce software, with experience in managing client relationships and data.
  • High level of attention to detail, excellent organizational skills, and a high standard of written and verbal communication skills.
  • Highly IT literate, with advanced skills in MS Outlook, Excel, Teams, and Word.
  • Ability to work calmly under pressure, handle conflicting demands effectively, and prioritize tasks to meet deadlines.
  • Strong interpersonal skills, with a professional, proactive, and positive attitude.
  • Opportunity to complete CII exams and develop skills in areas such as financial planning, investment, and retirement.
  • Ability to work autonomously and as part of a team, with excellent time management and multi-tasking skills.

About Us:

Burgh Recruitment Limited is a leading recruitment agency specializing in the financial services sector. We pride ourselves on delivering exceptional service, building strong relationships with our clients and candidates, and providing opportunities for growth and development.