Wealth Management Administrator

We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.

Responsibilities:

· Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information

· Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce

· To prepare new and existing client meeting packs, generating wealth account reports, investor returns, valuation documents, and any other necessary information for the advisor in advance of the meetings

· Inputting of CFR documentation onto salesforce

· Creation and updating of salesforce records to ensure that GDPR, FCA and SJP protocols are adhered to

· Generating correspondence to clients, including Post Review Letters

· Liaising with external providers and companies by way of letter, telephone, and email to chase information requests

· Processing fund switches and rebalances along with any other post meeting actions

· Processing withdrawals at the client’s request

· Prepare business submission documents, for onward allocation to the Paraplanning team

· Liaising with Paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary

· Managing own and/or advisor’s mailbox in a timely and professional manner

· Prioritising and managing own workload

· Obtaining and maintaining a good knowledge of products offered

· Managing own learning and development, attending relevant training sessions where needed

· Provide cover for other team members upon request as per the business need

· To uphold the standards of the client service charter

· Participation in Administration team meetings

Essential experience and qualifications:

· A degree-level education or previous work experience in an office environment to a high standard

We need a bright, organised and hardworking individual who can demonstrate:

· Impeccable attention to detail

· Very good written communication skills

· Engaging and professional telephone manner

· Time management and the ability to multi task is essential

· A systematic and methodical approach to tasks

· IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)

· Numeracy skills

· A hardworking and positive attitude

· A good team player

If you are interested in this position then please submit a copy of your CV to Josie at Artemis Recruitment.