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Senior Administrator

2 months ago

Knutsford, United Kingdom NJR Recruitment Full time
Senior Administrator - Wealth Management

We are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers.

Key Responsibilities:
  • Act as the primary point of contact for new and existing clients, addressing their queries and concerns.
  • Process new business and ensure timely updates to clients regarding progress.
  • Manage letters of authority and requests for information from external providers.
  • Coordinate meetings for financial advisers and ensure review meetings are scheduled within appropriate timeframes.
  • Prepare review meeting letters and associated regulatory requirements.
  • Update client files and records.
  • Process withdrawal requests and switches, as well as portfolio rebalancing.
  • Contribute to paraplanning tasks.

Candidates should have prior experience working for a firm of Financial Planners and be confident in communicating with clients regularly.

We are looking for someone who understands the financial industry, is eager to develop their skills, and is keen to progress within Financial Planning.

Excellent communication skills are essential, as is the ability to liaise with high-net-worth individuals.