Wealth Management Administrator

Wealth Management Administrator

Our client is looking for a Wealth Management Administrator to join their team in Epsom. You will help support an IFA practice, providing first class administration. This position will be an office-based role.

Key Responsibilities

• Prepare and package financial planning reports for the Financial Planners and their clients
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
• Liaise with product providers to obtain fees and charges on specific products
• Obtain and assist with the completion of application/instruction forms and fact finds
• Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
• Maintain accurate client information and record client interaction on the back office system
• Assist with the onboarding and annual review process for clients

The Candidate

• Experience with Microsoft Office products including Word, Excel, Outlook and PowerPoint
• Excellent organisational skills, flexible and proactive approach
• Strong interpersonal skills, both written and verbal
• Previous experience working within financial services desirable

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk