Location - City of London
Salary - £28,000-£35,000
Role - Financial Planning Administrator
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable
The Role;
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities;
*Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations
*Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
*Acting as a key contact point for all internal and external administrative queries
*Provide email, diary administration; communication support including pre and post meeting preparation and actions
*Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
*Ensure all administration follows Wealth Managements regulatory and procedural processes
*Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
*Management of account opening and closure paperwork, and fee invoicing administration
*Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
*Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
*Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
*Client phone/email contact
*Compliance and other internal departments
Do you have;
*High net worth Wealth Management administration experience
*Strong organisational and administrative skills
*A responsive and proactive attitude
*Understand the importance of and can deliver accuracy
*Effective written and verbal communication skills
Qualifications;
*Suitable Wealth Management planning qualifications achieved or are working towards
On Offer;
*Flexible working
*Competitive salary, pension & holiday allowance
*BUPA Health cover
*4x Life Assurance
*Income Protection scheme
*Discretionary bonus
*Market leading maternity/paternity and menopause policies
*Flexible benefits
Does this sound like it could be your next move?
Please apply or get in touch for more information