Senior Wealth Administrator

Senior Wealth Administrator

Working in collaboration with Financial Advisers and other colleagues, you will assist in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation. Our client offers a hybrid working model from their office in Berkswell.

Key Responsibilities

• Deal effectively with queries from clients and other parties through effective communication
• Collect and collate information and data about the client in accordance with 'know your client' principles and company policy
• Liaise with product providers and other third parties to acquire additional information needed to assess client needs
• Prepare suitability letters and reports for approval by the Financial Adviser
• Assist with administrative functions including new business processing and income matching

Key Skills

• Understanding of the Financial Planning process
• Ability to achieve agreed outcomes without supervision
• Detailed, accurate and articulate with excellent interpersonal skills
• Good IT and report writing skills

We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk