Overview
Wealth Management Administrator Jobs in West Bridgford, England, UK at North Oak Recruitment
Wealth Management Administrator
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Nottinghamshire ()
Salary dependant upon experience +
full benefits package
and hybrid
My client is an award-winning IFA based in Nottinghamshire and they now have an
exciting
new opportunity for an experienced wealth management administrator to join their team. You’ll be part of a team that values your contribution and offers the chance to grow in a positive,
forward-thinking
environment.
Responsibilities
* Processing authority letters and gathering financial data for new clients and annual reviews.
* Preparing application forms and client documentation.
* Processing financial transactions on platforms.
* Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
* Dealing with the post, emails and any correspondence relating to clients or their financial situation.
* Providing administrative support to the financial planners and paraplanners as required.
* Supporting clients with administrative queries and
communication
as required.
About you
* Administration experience in a financial planning company for at least two years.
*
Problem-solving skills
:
Able to handle time-sensitive transactions and support client queries.
* Pioneering spirit:
Identifying inefficiencies in processes or how information is gathered and dealt with to enhance the client experience.
* Growth mindset:
Experience across a wide range of financial planning areas, with a commitment to
continual learning
and improving your expertise.
* Care and
attention to detail
:
Exceptional
attention to detail
, a positive approach, and organisational skills that ensure clients’ financial transactions are executed seamlessly.
Technical Skills
* Strong capability with technology and systems, including CRM,
project management
tools, and investment platforms, aligning with our pioneering approach to leveraging technology for efficiency.
* A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals, and a proactive approach to streamlining processes.
* Financial administration qualifications are an advantage, reflecting your dedication to
personal growth
and
professional development
.
What’s on offer
* A
supportive team
culture that celebrates growth and encourages
innovative
, client-centric solutions.
*
Comprehensive training
and mentoring, with all qualifications and development costs covered.
*
Flexibility
with hybrid working and a focus on
work-life balance
. The office is open Tuesday–Thursday, with
remote working
on other days.
* An attractive
benefits package
, including a
competitive salary
, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
* This is a full-time and employed role. Salary depends on experience.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
Title: Wealth Management Administrator
Company: North Oak Recruitment
Location: West Bridgford, England, UK
Category: Finance & Banking (Office Administrator/ Coordinator, Accounting & Finance), Administrative/Clerical (Office Administrator/ Coordinator)
