Senior Wealth Administrator

We are looking for a Senior Wealth Administrator to join us on a 12-month Fixed Term Contract. You will be assisting with and overseeing day-to-day administration for the team and providing support to senior colleagues with various tasks to ensure the smooth running of the team.

This is a full-time role and requires 4 days in the office at our London location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.

Responsibilities

• Communicate with Wealth Managers and clients to understand administration needs and support requirements
• Prepare and process all new client documentation and amendments
• Monitor transfers of assets and cash from other institutions
• Support with ISA subscriptions and transfers
• Liaise with colleagues within Business Support regarding administration of client accounts
• Ensure client details and reviews are recorded correctly on systems
• General record keeping and electronic filing
• Support business development activities and assist with the running of projects for the office where appropriate, showing leadership by volunteering to be champions and ambassadors

Requirements

• Extensive administration experience within Wealth Management
• Intermediate knowledge of MS Word, Excel and Outlook
• Strong attention to detail
• Clear and concise communication skills – oral and written
• Ability to meet deadlines and work within restricted timescales

Nice-to-have

• Experience of x-plan as a CRM system
• Studying towards an industry-specific qualification

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
• A world-class training programme in financial services