Wealth Planning Assistant

Vanilla Recruitment Ltd
Market Harborough
08 Jan 2019
30 Jan 2019
Contract Type
Full Time
Fantastic opportunities have arisen with a professional Financial Services provider in Market Harborough. We are looking to recruit experienced Wealth Planning / Pensions & Investment Administrators to provide admin support to their Wealth Management team. Suitable candidates will have a minimum of 2 years Financial administration experience working within a Pensions / Investments organisation.

Duties and responsibilities:

* Taking calls from clients in relation to transfers, balance enquiries or other general matters to do with the administration of their accounts
* Taking action on incoming mail and calls relating to client accounts, updating records and client notes, scanning documentation
* Taking ownership of account opening; account maintenance and account closure processes
* Assist in the processing tasks associated with transfers and track these through to completion; including the sending of letters of authority to providers and calling for information
* Prepare client appointment agendas and review packs
* Conducting research on investment portfolios as directed by Wealth Managers
* Where appropriate to attend client meetings and take responsibility for note keeping and updating of files
* Producing routine reports for management in the Branch and Head Office
* Creating suitability reports and addendums as required for the approval of Wealth Managers
* Providing back up service for data and when out of the office organising cover for this task
* Support the Head of Branch operations in the organisation of any seminars or special events
* In liaison with the front of house, ensure adequate cover is provided to the front desk always to cover for holidays, meetings and lunch breaks
* Creating appointments for clients / prospective clients as required and detailing associated tasks into outlook diaries
* Upholding a clear desk at the end of each day and ensuring all client information is secure
* Carrying out other tasks as directed by your line manager in line with business needs

Skills and experience required:

* Excellent literacy and numeracy skills
* Minimum of 2 years Financial Administration experience – Pensions and Investments sector
* Willingness to learn and the ability to take on board new tasks and processes
* Computer literacy is essential and you must be proficient in the use of Microsoft Office (Excel, Word and Outlook). Training will be provided for the operation of other systems
* You will need to be able to communicate effectively and professionally with colleagues at all levels, existing clients and potential new ones. You must have a pleasant, professional and helpful manner
* You will have a proactive approach to your work; be punctual and well presented

Hours of work:

* Monday to Friday 8.30am – 5.00pm with 1hour for lunch

Salary and benefits:

* £24,000 - £32,000 dependent on experience

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