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Wealth Management Administrator

TN United Kingdom

Wakefield

On-site

GBP 25,000 - 35,000

2 days ago

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An established industry player is seeking a motivated Wealth Management Administrator to support their Finance Advisors in Wakefield. This role involves processing client applications, maintaining accurate records, and ensuring compliance with financial regulations. The ideal candidate will possess strong organizational skills, attention to detail, and excellent communication abilities. Join a dynamic team where your contributions will enhance administrative processes and client relations. This is a fantastic opportunity to advance your career in financial services within a supportive environment.

Strong understanding of financial services regulations and compliance.
Proficient in Microsoft Office Suite with strong organizational skills.

Process client applications and maintain accurate records.
Liaise with clients and third-party providers for account administration.
Prepare reports for Financial Advisers and manage client queries.

Financial Services Regulations (FCA)

Microsoft Office Suite

Organizational Skills

Attention to Detail

Communication Skills

Interpersonal Skills

Wealth Management Administrator, Wakefield

Client:

CLD Recruitment

Location:

Wakefield, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

d62a672f20ec

Job Views:

Posted:

02.04.2025

Expiry Date:

17.05.2025

Job Description:

25,000 plus bonus
Wakefield

Are you highly motivated looking to further your career in Financial Services?

My client is seeking an experienced individual to support their Finance Advisors.

Duties of Wealth Management Administrator:

Process new client applications and ensure all necessary paperwork is completed accurately and in accordance with FCA regulations.
Maintain accurate and up-to-date client records.
Liaise with third party providers to gather plan information.
Conduct critical yield calculations and demonstrate a strong understanding of regulatory calculations.
Liaise with clients to gather information and complete account administration tasks.
Assist with processing client investment transactions, ensuring adherence to compliance procedures.
Prepare reports and presentations for Financial Advisers.
Manage client queries and resolve issues promptly and professionally.
Maintain a strong understanding of current financial products and regulations.
Contribute to the development and implementation of efficient administrative processes.

Essential:

Have a strong understanding of financial services regulations (FCA).
Are proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software programs.
Possess excellent organisational and time management skills, with the ability to prioritise workload effectively.
Demonstrate strong attention to detail and accuracy in all aspects of your work.
Have excellent communication and interpersonal skills, both written and verbal.
Are a team player with a positive and proactive attitude.

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.

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Created on 02/04/2025 by TN United Kingdom

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