Wealth Management Administrator - London
Posted a month ago
- London, Greater London
- Any
- External
- Expires In 2 months
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, , Wealth Management Administrator - London - Artemis Recruitment Consultants
Financial Services
London
17/02/#####
Type of Position: Wealth Management Administrator - LondonPay: £25k+
Wealth Management Administrator - LondonOur client is looking for a Wealth Management Administrator to join their team in Mayfair, London.Key Responsibilities:Prepare and package financial planning reports for the Financial Planners and their clientsPreparation of transactional templated client letters, such as letters of authority, change of address and client disengagement lettersLiaise with product providers to obtain fees and charges on specific productsObtain and assist with the completion of application/instruction forms and fact findsObtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sourcesUploading plan statements and other documents to client records following agreed naming conventionsMaintain accurate client information and record client interaction on the back office systemAssist with the onboarding process of new clientsAssist with the annual review process of existing clientsAny additional ad-hoc requests and support on company projects as and when requiredCandidate Specification:EssentialExperience 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.DesirablePrevious experience of working in similar rolePrevious experience of working within financial servicesExperience of working in a small to medium sized financial services environmentExperience of working in an environment of significant changeKnowledge of Financial Services IndustryIf you are interested in this position, please email your CV to #####
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Got it!
, , Wealth Management Administrator - London - Artemis Recruitment Consultants
Financial Services
London
17/02/#####
Type of Position: Wealth Management Administrator - LondonPay: £25k+
Wealth Management Administrator - LondonOur client is looking for a Wealth Management Administrator to join their team in Mayfair, London.Key Responsibilities:Prepare and package financial planning reports for the Financial Planners and their clientsPreparation of transactional templated client letters, such as letters of authority, change of address and client disengagement lettersLiaise with product providers to obtain fees and charges on specific productsObtain and assist with the completion of application/instruction forms and fact findsObtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sourcesUploading plan statements and other documents to client records following agreed naming conventionsMaintain accurate client information and record client interaction on the back office systemAssist with the onboarding process of new clientsAssist with the annual review process of existing clientsAny additional ad-hoc requests and support on company projects as and when requiredCandidate Specification:EssentialExperience 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.DesirablePrevious experience of working in similar rolePrevious experience of working within financial servicesExperience of working in a small to medium sized financial services environmentExperience of working in an environment of significant changeKnowledge of Financial Services IndustryIf you are interested in this position, please email your CV to #####
Apply for this job
Your Name (required)
Your Email (required)
Phone Number (required)
CV Upload
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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