Wealth Management Senior Administrator

Wealth Management Senior Administrator required for our client in Mansfield. 2 days in the office & 3 days from home. Monday - Friday 9-5. Experience needed supporting a financial planner with administrative duties.

Client Details

Our client is a very successful national wealth management company.

Description

Build strong, professional, lasting relationships with the Financial Planner and your colleagues. Agree personal responsibilities with the Financial Planner at outset reaching mutual agreement on how you will work together. Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting. Prevent the Financial Planner from getting involved in tasks that do not require their input, leaving them to focus on meeting their customers' needs and generating income for the business. Adopt a collaborative and can do approach when dealing with all colleagues across the business.

• Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries.

Ensure all Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner's requirements. Collate and pre-populate New Business / Servicing forms and application packs.

Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries. Issue progress reports to customers at regular intervals when dealing with lengthy transactions. Produce and issue client fee invoices. Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts/checking cash invested correctly.

Profile

Someone who has worked in a supportive role within a financial services company, IFA or wealth management organisation.

Job Offer

A starting salary of up to £35,000 + bonus

Hybrid working (2 days in office)

Excellent benefits package including 25 days holiday and private health insurance