Wealth Planning Assistant

Recruiter
Vanilla Recruitment Ltd
Location
Market Harborough
Posted
08 Jan 2019
Closes
30 Jan 2019
Sector
Accountancy
Contract Type
Permanent
Hours
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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