Wealth Administrator

My client are a global Wealth & Investment Management business with over £20bn AUM.

Due to internal promotions and continued growth within the business, they now have 2 opportunities for Wealth Management Administrators to join their illustrious team, in a role paying between £35-40k, dependent on experience.

We are looking for driven and ambitious individuals, who are keen to progress into Paraplanning and furthermore, Advising clients. This is a role with fantastic client facing exposure and medium and long-term development opportunities.

Responsibilities:

Client Onboarding Supporting clients and intermediaries throughout the onboarding lifecycle, including but not limited to; Preparing account opening documentation Assisting clients with documentation completion Advising clients on Source of Wealth and KYC requirements Monitoring progress of account opening and providing regular updates to both clients and client owners Communicating with external service providers including but not limited to; third party custodians, pension providers and incumbent custodians Assisting in the co-ordination of new assets being transferred into client accounts Co-ordination of credit documentation and requirements for mortgage and lending when required Completion of simple tax forms when required Ensuring that client account opening packs are compliant and up to date when required

Client Servicing Processing client requests, including but not limited to; Withdrawals New account set ups ISA subscriptions Transfers of assets Account closures Answering ad-hoc queries from clients and their external advisers Producing reporting documents for client mtgs using Excel and PowerPoint where required Responsible for setup of quarterly valuation letter mailout where required Requesting documentary evidence and processing changes to client circumstances Recording new client assets in centralised pipeline tool Maintaining CRM client data as required Ensure all key documents on the CRM are up to date and compliant; including but not limited to ATR, Fact Find and DMA Assist in the completion of annual suitability reviews

Experience:

Minimum of 12 months in a similar support role within Financial Planning, Wealth Management, Private Banking or IFA Some progress towards CII or CISI exams will be advantageous A committed and driven attitude to grow and succeed within a dynamic business environment