Wealth Administrator

Role

Title:

Wealth Administrator

Location:

Bournemouth

Contract:

Permanent Working pattern:
Hybrid About the Role

An exciting opportunity has arisen for an Administrator to join our supportive, dynamic team in the Bournemouth office. The team provide a Wealth Advisory Service in relation to retirement planning, estate planning, investments and protection.

In this varied role you will support the team of Planners and Paraplanners across our Bournemouth and Guildford offices. You will need to be able to work flexibly to pick up a wide variety of tasks to allow us to provide our clients with the highest standard of service.

This is a fantastic opportunity to begin on the career path to becoming a Financial Planner in the future should you wish to do so. Previous experience in Wealth or Financial Planning administration is beneficial, but if you have similar industry knowledge then we would like to hear from you.

• Preparing documentation for Planners in advance of their client meetings, including requesting valuations and policy details.
• Request specific policy information from product providers, 3rd parties via email, telephone and online.
• Sending Letters of Authority (LOAs) to clients and tracking progress of policy information received.
• Working alongside Paraplanners to ensure they have sufficient policy information to compile advice reports.
• Liaise with providers and Paraplanners to prepare documentation for advice reports.
• Liaise closely with our centralised Financial Planning Administration team regarding new business submissions and ongoing cases.
• Responsibility for post-sale process for clients.
• Client contact via letters, emails and telephone.
• Pre-completing forms/documentation for sending to clients.
• Maintenance of client records (on Xplan) to ensure client data is up to date. Completing client workflows and tasks in XPlan in line with company policy.
• Working in line with company compliance processes and documentation requirements.
• Working alongside the investment managers and their teams, coordinating annual reviews for joint investment management and financial planning clients

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Good attention to detail and strong organisation skills.
• Proactive and engaged.
• Listens actively and questions to clarify own understanding.
• Prioritises and makes effective use of time, with flexibility to work in line with the changing needs of the team.
• Ability to work under pressure and meet deadlines.
• Strong team ethic. Works co-operatively and effectively with colleagues to complete tasks and achieve targets.
• Builds strong internal and external relationships.
• Experience using Microsoft Office.
• Previous experience in financial planning would be great, but the right candidate with similar industry knowledge will also be considered.

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees
  , such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.

We aim to become an employer of choice for…