Senior Wealth Administrator

Role - Senior Wealth Administrator

Location - Reading, M4 corridor

Salary - £28,000 - £32,000 (depending on experience)

We are recruiting for one of our successful partnership businesses based in Reading. Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team.

This role will focus on providing effective administrative support to their Financial Planning Consultants to ensure an efficient processing of business and to deliver a high quality service to clients.

With offices based in Reading and training and work facilities in Swindon this would suit someone located along the M4 Corridor

Duties and Responsibilities to include but not limited to

• Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records.
• To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.

• Prepare calculations as required to assist in assessing the clients’ investment management needs, critical illness and life insurance needs

• Produce Client Suitability Reports for personalising and sign off by the Consultant.
• To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
• To manage ad hoc client administration requests including elements such as withdrawals, fund switches, changes of address, requests for documentation etc.
• Assist in the successful management of client relationships

Knowledge and kills Required

• Minimum 2 to 5 years’ experience in an administrative role based in a Financial Advice business or the Financial Services Industry
• An understanding of the Financial Services market, the role of a Financial Adviser and the advice process
• An understanding of fund management, UK taxation, life insurance and investment products
• Experience in using platforms, cashflow modelling and analytics tools
• IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
• Strong background in client and product administration
• Strong communication skills gained within a client facing role

You will

• Have a strong personal work ethic
• Have the ability to work to tight deadlines
• Have strong organisational skills
• Be a Proactive team player but with ability to work on own initiative.

If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers