Wealth Management Administrator - FS - City

Recruiter
Morgan Spencer
Location
London
Salary
£28000/annum
Posted
09 Jul 2017
Closes
08 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Role Wealth Management Administrator 
Salary £28000
Location City 

THE COMPANY:

My client a Financial Services company based in the heart of the City are looking for a Wealth Management Administrator to join their team. The successful candidate will have experience in a support position within an IFA Firm. 

THE PERSON: 

- Previous experience in an adviser support role within an IFA firm
- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
- Ability to work as part of a team as well as on your own initiative
- A flexible and adaptable attitude towards work
- Excellent time management, ability to meet deadlines
- Experience of using provider platforms and product provider extranet sites
- Experience of Microsoft Word, Excel, Outlook
- Certificate in Financial Planning or equivalent
- Ability to work accurately and in accordance with procedures

THE ROLE:

To provide administrative support to one or more advisers, which includes, but is not limited to, the following:

- Dealing with day to day client and provider enquiries
- Arranging client meetings for the adviser
- Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
- Preparing and submitting applications and supporting documents to product providers
- Inputting new business proposals to the back office system in line with Company procedures
- Undertaking fund switches upon the instruction of the client
- Maintaining accurate records of all verbal and non-verbal communications with the client
- Typing adviser dictation for file and meeting notes
- Maintaining up to date client fact find information on the back office system
- Maintaining client files in line with Compliance procedures
- Keeping track of fees and chasing where appropriate

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EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.

CONFIDENTIALITY: All applications are dealt with in strictest confidence and will be processed in accordance with the Data Protection Act 1998

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