Wealth Management Administrator

2 weeks ago

London, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning practice based in Mayfair that are looking for a Wealth Management Administrator to join their team. They are ideally looking for someone with some experience working within Financial Services . They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.

Purpose

Purpose: To provide administration support to the Directors, Financial Planners and Client Relationship Managers.

Main Duties

• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keep the relevant individuals and/or clients updated, as and when required.
• Ensure the back-office systems and client records are maintained and accurate at all times.
• Adhere to the company handbook at all times.
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).

Skills

Essential

Ability to work using your own initiative. Problem-solving and decision-making abilities. Excellent verbal and written communication skills. Analytical skills and a good eye for detail. Confident in liaising with colleagues and external providers. Planning and organisation skills. Proficient in MS Office systems.

Desirable

Experience of working with Adviser Office. Experience of working with Curo or XPLAN

Experience

Essential

Experience of working in a busy and dynamic office environment. Experiencing of managing a busy and varied workload. Experience in working to deadlines with changing priorities.

Desirable

Experience of working in an client administration role. Experience of working in Financial Services.

Qualifications & Training

Essential

Willingness to complete relevant training and obtain qualifications for the current role and future development. Achieve and maintain a level of competence as required by the business. Regular review of own training needs.

Desirable

CII R01 Financial Services -Regulation and Ethics

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