Wealth Management Administrator
- Full-time
We are currently recruiting for a Financial Planning practice based in Mayfair that are looking for a Wealth Management Administrator to join their team. They are ideally looking for someone with some experience working within Financial Services . They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.
Purpose
Purpose: To provide administration support to the Directors, Financial Planners and Client Relationship Managers.
Main Duties
• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keep the relevant individuals and/or clients updated, as and when required.
• Ensure the back-office systems and client records are maintained and accurate at all times.
• Adhere to the company handbook at all times.
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).
Skills
Essential
- Ability to work using your own initiative.
- Problem-solving and decision-making abilities.
- Excellent verbal and written communication skills.
- Analytical skills and a good eye for detail.
- Confident in liaising with colleagues and external providers.
- Planning and organisation skills.
- Proficient in MS Office systems.
Desirable
- Experience of working with Adviser Office.
- Experience of working with Curo or XPLAN
Experience
Essential
- Experience of working in a busy and dynamic office environment.
- Experiencing of managing a busy and varied workload.
- Experience in working to deadlines with changing priorities.
Desirable
- Experience of working in an client administration role.
- Experience of working in Financial Services.
Qualifications & Training
Essential
- Willingness to complete relevant training and obtain qualifications for the current role and future development.
- Achieve and maintain a level of competence as required by the business.
- Regular review of own training needs.
Desirable
- CII R01 Financial Services -Regulation and Ethics