Wealth Management Administrator
Advertised by: Artemis Recruitment Consultants
Epsom | On premise | £20,000 - £30,000
Permanent | Full-time | 6959511
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
