Wealth Management Administrator
Wealth Management Administrator
Posted on :
12-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Administrator (Wealth Management) Job Description & Key Tasks
Scope & Application
Job description for: Administrator (Wealth Management)
Reporting to: Head of Wealth Management Administration
Date of Issue: January 2019
Relevant Skills Experience and Qualifications
Essential
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
Ability to critically evaluate information probe and challenge the facts
A flexible and adaptable attitude towards work
Ability to work accurately and in accordance with procedures
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
Highly desirable
Experience of the Nucleus platform
Experience of working for Discretionary Fund Managers
Previous use of SSP Adviser back office system
Progression towards Diploma qualification
Responsibilities
To provide administrative support to one or more financial 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 nonverbal 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
Continuous Professional Development
To develop skills and keep up to date with all relevant legislative product and technical changes as required for the role
Scope & Application
Job description for: Administrator (Wealth Management)
Reporting to: Head of Wealth Management Administration
Date of Issue: January 2019
Relevant Skills Experience and Qualifications
Essential
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
Ability to critically evaluate information probe and challenge the facts
A flexible and adaptable attitude towards work
Ability to work accurately and in accordance with procedures
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
Highly desirable
Experience of the Nucleus platform
Experience of working for Discretionary Fund Managers
Previous use of SSP Adviser back office system
Progression towards Diploma qualification
Responsibilities
To provide administrative support to one or more financial 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 nonverbal 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
Continuous Professional Development
To develop skills and keep up to date with all relevant legislative product and technical changes as required for the role
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
