Our client is looking for an experienced Financial Administrator to support Wealth Managers with their HNW clients.
You will be responsible for dealing with client enquiries, and directiing them to the appropriate consultant, making sure client files meet compliance standards, sending out letters, preparing client portfolios, escalate areas of concern and identify trends and emerging risk to the business, reviewing all files within the Company’s agreed level of service on file turnaround times, provide excellent customer services to clients. You will need to be articulate and presentable as you will be required to attend client meetings and seminars and will talk to potential clients with their investment needs in mind.
You will need to be fully conversant with MS Office including Excel, Work, Outlook and Powerpoint, experience of working successfully to deadline and have self motivation and a team player ethic.
You will preferably be a graduate, or have A levels and experience of working within finanical services. If you have passed or are working towards your Level 4 it would be advantageous.
This role would suit an experienced IFA Admin or someone looking to train to become a Paraplanner.
Please email CV to firstname.lastname@example.org express interest.