Description
We are looking for a Wealth Administrator to join the Wealth Management team on a 12 month Fixed Term Contract. You will play an integral role in the day-to-day administration of client accounts within a busy and varied role.
This is a fixed term contract, with 4 days in the office - perfect for someone who thrives in a flexible, relationship-driven environment.
Responsibilities
- Communicate with Wealth Managers and their Associates, providing support with administration duties
- Prepare and process all new client documentation and amendments
- Monitor transfers of assets and cash from other institutions
- Support ISA subscriptions and transfers
- Process payments for clients
- Liaise with colleagues within Business Support regarding administration of client accounts
- Ensure client details and reviews are recorded correctly on systems
- Adhere to Conduct Risk standards
Requirements
- Intermediate knowledge of Office 365 Suite and Outlook
- Excellent attention to detail
- Proactive approach to problem-solving and client service
Nice to have
- Experience in administration within the discretionary wealth management sector
- Experience of x-plan as a CRM system
- Awareness of the MiFID II legislative framework
Benefits
- A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
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