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Financial Services

Berkswell

01/07/2024

Type of Position: Wealth Administrator - Berkswell
Pay: £25k - £30k

Wealth Administrator - Berkswell

Our client is looking for a Wealth Management Administrator to join their team in Berkswell, Birmingham. This will be a hybrid working position with progression opportunities available.

 

Key Responsibilities:

  • Prepare and package financial planning reports for the Financial Planners and their clients
  • Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
  • Liaise with product providers to obtain fees and charges on specific products
  • Obtain and assist with the completion of application/instruction forms and fact finds
  • Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
  • Uploading plan statements and other documents to client records following agreed naming conventions
  • Maintain accurate client information and record client interaction on the back office system
  • Assist with the onboarding process of new clients
  • Assist with the annual review process of existing clients
  • Any additional ad-hoc requests and support on company projects as and when required

 

Candidate Specification:

Essential

  • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
  • Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
  • Ability to consistently deliver within service standards.
  • Excellent organisational skills, flexible and proactive approach to getting the job done.
  • Strong interpersonal skills, both written and verbal communication.
  • Accuracy and attention to detail to balance demands of role.
  • Desire to learn and build skills and ability through Personal Development Plan.

 

Desirable

  • Previous experience of working in similar role
  • Previous experience of working within financial services
  • Experience of working in a small to medium sized financial services environment
  • Experience of working in an environment of significant change
  • Knowledge of Financial Services Industry
     

 

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

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