J A McGlynn
Wealth Administrator
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Wealth Management Administrator
My client are a global Wealth & Investment Management business with over £25bn AUM.
Due to internal promotions and continued growth within the business, they now have an opportunity for a Wealth Management Administrator to join their illustrious highest-performing team within the business, in a role paying between £35-45k, dependent on experience.
We are looking for driven and ambitious individuals, who are keen to progress into Paraplanning and furthermore, Advising clients; or keen on development down the Client Service/Operational route. This is a role with fantastic client facing exposure and medium to 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
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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
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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
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