Wealth Management Administrator -
other jobs Oval Recruit
Added before 62 Days
- England,London,City of London
- full-time
- £30,000 - £35,000 per annum
Job Description:
Wealth Management Administrator -
London - £35,000 + Package
A leading UK Investment Management Company are looking to recruit into their expanding Private Client Wealth Management Team. They are ideally looking for someone who has industry experience gained in a similar environment, IFA or wealth manager who would relish working in a friendly supportive office environment. The company offer good personal development opportunities and many other initiatives to help you develop your career, have a good work / life balance and create a strong positive company culture.
Working as part of the support team you will help consultants with a range of client work ad technical administration.
Specifics of the role will include -
* Prepare client meeting parks, meeting notes and action schedules.
* Process all new business ensuring company processes and procedures are adhered too.
* Produce client valuations and ensure the Paraplanning team have all the required information to produce suitability reports.
* Maintain contact with clients, resolve queries, direct enquiries and manage the relationship in a professional manner.
* Process fund switches and update valuations, client details.
* Co-ordinate client reviews, ensuring consultants have the required information
* Help consultants with diary management and organise meetings.
* Manage the database ensuring client details are correct and updated.
* Work as a productive part of your team, managing objectives and ensuring best levels of client management are maintained.
* Continue to study towards professional qualifications and be willing to learn new skills and improve technical knowledge
To apply for the role, you MUST HAVE PREVIOUS FINANCIAL SERVICES EXPERIENCE preferably gained in a Wealth Management / IFA environment. You will also need to display excellent communication skills, a strong work ethic and desire to do well and have an all-round positive and enthusiastic approach.
For more information please contact Richard Garbett.
London - £35,000 + Package
A leading UK Investment Management Company are looking to recruit into their expanding Private Client Wealth Management Team. They are ideally looking for someone who has industry experience gained in a similar environment, IFA or wealth manager who would relish working in a friendly supportive office environment. The company offer good personal development opportunities and many other initiatives to help you develop your career, have a good work / life balance and create a strong positive company culture.
Working as part of the support team you will help consultants with a range of client work ad technical administration.
Specifics of the role will include -
* Prepare client meeting parks, meeting notes and action schedules.
* Process all new business ensuring company processes and procedures are adhered too.
* Produce client valuations and ensure the Paraplanning team have all the required information to produce suitability reports.
* Maintain contact with clients, resolve queries, direct enquiries and manage the relationship in a professional manner.
* Process fund switches and update valuations, client details.
* Co-ordinate client reviews, ensuring consultants have the required information
* Help consultants with diary management and organise meetings.
* Manage the database ensuring client details are correct and updated.
* Work as a productive part of your team, managing objectives and ensuring best levels of client management are maintained.
* Continue to study towards professional qualifications and be willing to learn new skills and improve technical knowledge
To apply for the role, you MUST HAVE PREVIOUS FINANCIAL SERVICES EXPERIENCE preferably gained in a Wealth Management / IFA environment. You will also need to display excellent communication skills, a strong work ethic and desire to do well and have an all-round positive and enthusiastic approach.
For more information please contact Richard Garbett.
Job number 1475004
metapel
Company Details:
Oval Recruit
From the outset, our aim has been to focus on Pensions, Financial Services and Investment as our core markets and to provide an effective alternative ...