Wealth Administrator

WEALTH ADMINISTRATOR

We are seeking a highly motivated and skilled individual to join our client’s team in the role of Wealth Administrator. This is an exciting opportunity for someone who is passionate, dedicated, and ready to contribute to a dynamic and fast-paced environment.

Key Responsibilities:

• Communicating with clients

• Efficiently managing their own workload

• Processing client instructions in an accurate and timely manner

• Managing the booking of annual reviews for their designated Financial Planner

• Preparing annual review packs for each client

• Managing the LOA process for new business

• Adding client details and information (personal, portfolio, service, transaction) to the

back-office system and ensuring accurate data is held

• Issuing policy documents and other administrative paperwork regarding holdings

• Preparing invoices

• Enabling and supporting our clients to meet their financial goals

• Evidencing and adding value to the clients’ financial plans

Essential Skills & Qualifications:

• Relevant experience in a similar role within a firm of Financial Advisers
• Strong communication and organisational skills.
• Ability to work independently and as part of a team.
• Problem-solving mindset and proactive attitude.

What’s on Offer:

• A supportive and collaborative working environment.
• Opportunities for professional development.
• Competitive compensation package.