Wealth Administrator

4 weeks ago


Harrow, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Job Title: Wealth Administrator

Job Summary:

We are seeking a highly motivated and organized Wealth Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Wealth Administrator, you will play a vital support role in our Financial Services office, working closely with our Wealth Managers to deliver exceptional client service.

Key Responsibilities:

  • Manage the full client review meeting process from end to end, ensuring timely and accurate completion.
  • Update Confidential Financial Reviews and input/updating as required.
  • Process and chase Letter of Authority, complete fund switches, and send fund switch letters.
  • Handle incoming calls, delegate action to other team members, and respond to Client Inquiries (Technical and administrative).
  • Manage workflow through Salesforce and Business Trackers, ensuring seamless integration and data accuracy.
  • Continuously learn and develop bespoke skills towards your ambitions and goals.

Requirements:

  • Relevant experience in Wealth Management or Financial Services, with a strong understanding of Salesforce software.
  • High level of attention to detail, excellent organization skills, and high standard of written and verbal communication skills.
  • Highly IT literate, including advanced MS Outlook, Excel, Teams, and Word skills.
  • Ability to work autonomously and as part of a team, managing time effectively and prioritizing tasks.
  • Opportunity to complete CII exams and develop bespoke skills towards your ambitions and goals.

About Us:

Burgh Recruitment Ltd (Financial Services) is a leading provider of recruitment services to the Financial Services industry. We are committed to delivering exceptional client service and building long-term relationships with our clients and candidates.



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