Senior Administrator – Wealth Management

Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you.

Our client, an award-winning Wealth Management firm based in the City of London, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands-on approach to work, acting as the initial point of contact for client queries as well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first-class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process.

The successful candidate will have in-depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate an in-depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred.

This is an excellent role within a forward-thinking and innovative firm that is continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package and the support to develop your skills and further your career.

Key Responsibilities:

1. Act as the initial point of contact for client queries.
2. Liaise with product providers.
3. Manage and develop the administration and review process.
4. Ensure a first-class service is provided to internal and external parties.

Minimum Requirements:

1. In-depth knowledge of Financial Planning and Wealth Management.
2. Experience within an IFA practice.
3. Ability to manage multiple tasks.
4. Excellent written and verbal communication skills.
5. Progress with professional qualifications preferred.

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