Wealth Management Administrator

Our client is looking for a Wealth Management Administrator to join their team in Epsom
. You will help support an IFA practice, providing first class administration. This position will be an office-based role
.

• Prepare and package financial planning reports for the Financial Planners and their clients
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
• Liaise with product providers to obtain fees and charges on specific products
• Obtain and assist with the completion of application/instruction forms and fact finds
• Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
• Uploading plan statements and other documents to client records following agreed naming conventions
• Maintain accurate client information and record client interaction on the back office system
• Assist with the onboarding process of new clients
• Assist with the annual review process of existing clients
• Any additional ad-hoc requests and support on company projects as and when required

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
• Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business
• Ability to consistently deliver within service standards
• Excellent organisational skills, flexible and proactive approach to getting the job done
• Strong interpersonal skills, both written and verbal communication
• Accuracy and attention to detail to balance demands of role
• Desire to learn and build skills and ability through Personal Development Plan
• Previous experience of working in a similar role
• Previous experience of working within financial services
• Experience of working in a small to medium sized financial services environment
• Experience of working in an environment of significant change
• Knowledge of Financial Services Industry