Wealth Management Support Specialist
6 days ago
We are seeking an experienced administrator to provide support to our Chartered Financial Planners in Shrewsbury. The ideal candidate will have a minimum of 12 months' administration experience within Financial Services, preferably in wealth management and/or financial planning.
**Key Responsibilities**
* Prepare meeting packs and documentation for client meetings and annual reviews
* Provide administrative support to financial planners during client meetings
* Carry out day-to-day administrative tasks, including completing applications and keeping data up-to-date on Enable
* Prepare letters of authority and obtain information on client policies from ceding schemes and providers
* Assist with collating client data and documents for recommendation reports and prepare related correspondence
* Handle telephone and email enquiries from clients and providers
**Requirements**
* Minimum 12 months' administration experience in Financial Services
* Completion of tutorials on Enable and Fusion
* Familiarity with our online client portal, Wealth Platform
* Excellent communication skills, telephone manner, and high standards of literacy
The estimated salary for this role is £28,000 - £32,000 per annum, depending on experience.
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