Wealth Management Administrator

Posted 13 April by Reed Insurance Easy Apply Featured
My client is a highly regarded Wealth Management Independent Financial Adviser firm based in Edinburgh are currently seeking an experienced Wealth Management Administrator join their successful team.

Responsibilities:

·Provide full administrative support directly to IFAs and clients as part of a wider team, ensuring all documentation is accurate and processed in line with agreed service standards

·Obtain information, plan valuations, key features and illustrations required by IFAs to enable them to research clients’ needs prior to recommendations, as and when required

·Process new business from submission to completion in adherence to the service standards and operational Wealth Managementprocedures and activity management

·Maintain compliant client records in the office electronic folders and on the current back office system, Adviser Office

·Ensure scanning and saving of all documents to Adviser Office in line with agreed file structure

·Manage Client Annual Reviews with IFAs ensuring that these are actioned and completed in line with agreed service levels

·Maintain compliant review dates for ongoing reviews

The successful candidate will have a experience working within and IFA environment

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34527832

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