Wealth Management Administrator

Birmingham - UK

Monthly Salary: Not Disclosed

Posted on: 22 days ago

Vacancies: 1 Vacancy

Job Summary

Wealth Management Administrator

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners internal teams and external providers to ensure a seamless client experience.

The role includes attending client meetings managing follow-up actions maintaining accurate records on internal systems and processing new business.

Key Responsibilities

Maintain accurate and compliant client documentation in line with company standards.
Support Wealth Planners in submitting cases to paraplanning and related teams.
Manage financial administration including invoices billing work in progress and commission tracking.
Prepare service agreements and client documentation with precision.
Demonstrate flexibility in supporting different stakeholders and business areas as needed.
Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning valuations and business processing.
Prepare and submit client due diligence (CDD) and account opening documentation adhering to AML procedures.
Arrange client meetings prepare meeting packs manage diaries and complete post-meeting actions.
Act as a first point of contact for clients handling general queries professionally and escalating complex issues as appropriate.
Manage incoming and outgoing correspondence prepare LOAs and ensure all client information is accurately recorded in systems.

Skills Experience & Qualifications

Good understanding of the end-to-end wealth planning process.
Familiarity with a broad range of financial planning and investment products.
Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding.
Ability to identify and escalate potential compliance concerns appropriately.
Strong client service and communication skills.
Excellent attention to detail and high level of accuracy.

Wealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks ensuring processes are followed accurately and consistently. Act as a key p...

Wealth Management Administrator

The role includes attending client meetings managing follow-up actions maintaining accurate records on internal systems and processing new business.

Key Responsibilities

Maintain accurate and compliant client documentation in line with company standards.
Support Wealth Planners in submitting cases to paraplanning and related teams.
Manage financial administration including invoices billing work in progress and commission tracking.
Prepare service agreements and client documentation with precision.
Demonstrate flexibility in supporting different stakeholders and business areas as needed.
Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning valuations and business processing.
Prepare and submit client due diligence (CDD) and account opening documentation adhering to AML procedures.
Arrange client meetings prepare meeting packs manage diaries and complete post-meeting actions.
Act as a first point of contact for clients handling general queries professionally and escalating complex issues as appropriate.
Manage incoming and outgoing correspondence prepare LOAs and ensure all client information is accurately recorded in systems.

Skills Experience & Qualifications

Good understanding of the end-to-end wealth planning process.
Familiarity with a broad range of financial planning and investment products.
Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding.
Ability to identify and escalate potential compliance concerns appropriately.
Strong client service and communication skills.
Excellent attention to detail and high level of accuracy.