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Wealth Management Administrator

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Wealth Management Administrator

Sector: Banking & Finance

Location: Berkshire

Type: Permanent / Full Time

Pay rate: £30,000 - £30000

Job Role: Wealth Management Administrator
Location: Thatcham, Berkshire
Salary: £30k per annum
Contract: Permanent
Hours: Flexible, Full time or 3 days per week 

We are seeking an experienced Administrator to support a well established local IFA following the retirement of their current administrator.

We are specifically looking for someone with experience of working within a support role for a Financial Advisory or Investment company. You will need to be very organised and work as part of a small team.

Computer literacy is crucial for this role and experience of using True Potential would be of benefit but not essential.

An understanding of compliance, legislation and regulations within the Financial industry are a must along with the ability to work under pressure, have exceptional accuracy, attention to detail and confidentiality.

Role Responsibilities:
  • Ensure timely execution of client instructions, contract notes and policy documents 
  • Ensure adherence to company procedures and standards
  • Maintain records according to the company standard
  • Communicate with colleagues, clients and product providers in a professional manner, using appropriate business language and correct grammar
  • Assist other support staff when needed and when there is capacity to do so
  • Personal support to the adviser
  • Monitor and manage the adviser’s diary
  • Open post daily and pass to other support staff  
  • Act as a point of contact for the client in the adviser’s absence and deal with client queries
  • Book client meetings including annual review meetings
  • Answer phones and direct calls appropriately  
  • Communicate with product providers to track status
  • Keep the adviser and client informed of submission through to completion

This is an immediate requirement, so if you are interested in the position – or even finding out more information
– please do not hesitate to APPLY today!

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