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Wealth Management Administrator

CV-Library

Posted on Aug 19, 2022 by CV-Library

Bassishaw, City and County of the City of London, United Kingdom
Accountancy
Immediate Start
£22k - £30k Annual
Contract/Project
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. This role is provided on a self-employed basis with guaranteed earnings.
Role Overview
You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity.
The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn and build a career in Wealth Management, will be a major benefit to the successful applicant.
Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner – good communication skills are a must.
The role will include an element of sales / marketing, where you will proactively contact clients on behalf of the financial adviser to introduce topical seminar opportunities to them or to arrange meetings with warm clients. Therefore, it is essential the individual is comfortable on the telephone speaking to clients of high net worth.
The successful candidate will be given the opportunity to develop and grow within the role, completing the Level 4 Diploma in Financial Planning (DipPFS) exams to work towards becoming a competent Paraplanner within the medium term and a financial adviser themselves in the long term (within 5-6 years).
Aspiring future financial advisers willing to start their career within an Administrative sales in a back-office support capacity would be particularly suited to this role. Full training will be provided in all administrative area of the role.
Role content:
The role will include, but is not limited to the following responsibilities:
Client / Team communication
* Pro-active and structured approach to the Practice’s administration needs, ensuring the smooth running of the back office support
* Dealing with client queries via telephone, email, face-to-face or in writing as required
* Introduction to face to face client meetings once fully trained in the role
Meeting preparation
* Using financial software to provide data analysis of clients’ funds and investments (via FE Analytics / Voyant once trained)
* Producing personalised illustrations, and obtaining up to date wealth accounts
* Preparing critical yield calculations
* Liaising with pension and investment companies
* Preparing meeting packs in advance of client meetings
Administration
* Liaising with internal central administration centres regarding client’s funds and investments
* Switching of client funds and processing fund surrenders
* Setting up new clients on iBusiness, and keeping all client information up to date where required
* Issuing and chasing letters of authority
Marketing / Sales
* Proactively contacting clients to introduce topical seminars to them
* Contacting clients to arrange meetings with the financial adviser
Business Processing
* Electronic Business Submission processing
* Processing paper application forms
* Basic suitability letter preparation
Technical skills required
* Previous Financial Service experience preferred, but not essential as full training will be provided.
* First class organisational skills to deliver against a wide variety of tasks
* Effective communication skills verbally, face to face and in writing
* Strong interpersonal skills
* Ability to work flexibly
* Highly computer literate: Word, Excel, Outlook
Personal attributes
Ability to manage own workloads and multitask where appropriate
Able to work independently, disciplined in work approach with the ability to get the job done
Professional and approachable manner to clients and colleagues
Well presented
Ability to work effectively under pressure to meet tight deadlines where required
Able to deal with individuals at all levels, including those of high net worth
Able to work in a high confidential and discreet environment
Exceptional attention to detail
Pro-active in approach
Naturally comfortable working in a numeric environment
Reliable and committed long term to a career in Wealth Management
Additional information
Salary: £24K-£28K depending on experience (Guaranteed earnings)
Bonus: Discretionary bonus opportunity based on business and personal performance in role
Role type: Self-employed (Guaranteed earning)
Location: Moorgate, London, EC2V 5DE
Hours of work: Monday to Friday, 37.5 hours a week. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard.
Training: Full training shall be provided
Holiday: 25 days plus bank holiday (paid holiday entitlement)
To apply for this excellent opportunity or for further information, please apply online

Reference: 217126526

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