Wealth Administrator - #1771035

Social network you want to login/join with:

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Wealth Planning / Client Services Administrator

This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week after probation

The Client Services Department is the backbone of the delivery of service provided to clients, both new and existing. Working as part of a hugely supportive team, you will be responsible for providing a first class administrative and business support service to the wider organisation

Your main responsibilities will include:

Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:

Providing all necessary paperwork timeously for new and review planning meetings

Adopting a good client-first culture and ensuring that every client interaction is a positive one

Efficiently obtaining all necessary information about a client’s existing products using Letters of Authority, preparing illustrations and submitting new business

Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated

Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc

Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms and any other transactions, as necessary

Identifying clients due for review and following workflow to completion in line with processes

Ensuring all client records across various softwares are set up and accurately maintained in line with inhouse processes and regulatory requirements

Using internal systems as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience

Supporting the Operations and Compliance functions by ensuring that all Management Information is accurate and readily accessible

Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team

Carrying out any other activities or ad hoc project duties for the team as necessary

Completing all mandatory learning within the deadlines, and adhering to conduct rules at all times

Skills and Experience

Previous background working within a IFA or Financial Services organisation

Strong administrative experience

Highly organised, self motivated and proactive

Good knowledge of using Microsoft Office packages in particular Excel and Word

IT literate

Strong verbal and written communications skills

Excellent interpersonal skills with individuals at all levels, internally and externally

Flexible approach to work

The ability to work on own initiative and also work as part of a team is desirable

Fully training and ongoing personal development

Study support

Study material and exams fees paid

Death in Service

Great opportunities for career progression including all the support you need to reach your career goals

Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs

This is a fantastic opportunity for a ambitious and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career

In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment

If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP!

Next Steps:

For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP

To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook

Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age



#J-18808-Ljbffr