Wealth Management Administrator

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Wealth Management Administrator

City of London

Post Date, 21/11/2024

Salary: 33000-33000 per annum

Permanent

Location - City of London

Salary - £33,000

Role - Wealth Management Administrator

Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable

The Role;

To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

Responsibilities;

  • Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations
  • Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
  • Acting as a key contact point for all internal and external administrative queries
  • Provide email, diary administration; communication support including pre and post meeting preparation and actions
  • Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
  • Ensure all administration follows Wealth Managements regulatory and procedural processes
  • Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
  • Management of account opening and closure paperwork, and fee invoicing administration
  • Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
  • Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
  • Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
  • Client phone/email contact
  • Compliance and other internal departments

Do you have;

  • High net worth Wealth Management administration experience
  • Strong organisational and administrative skills
  • A responsive and proactive attitude
  • Understand the importance of and can deliver accuracy
  • Effective written and verbal communication skills

Qualifications;

  • Suitable Wealth Management planning qualifications achieved or are working towards

On Offer;

  • Flexible working
  • Competitive salary, pension & holiday allowance
  • BUPA Health cover
  • 4x Life Assurance
  • Income Protection scheme
  • Discretionary bonus
  • Market leading maternity/paternity and menopause policies
  • Flexible benefits

Does this sound like it could be your next move?

Please apply or get in touch for more information

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 39
  • Last Date: 09/01/2025
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