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Wealth Management Administrator
Location:
London
Description:
Arkenstone Wealth Management is a small, established wealth management practice looking for an accomplished and experienced administrator to join our team. If you are a skilled financial planning administrator with a passion for client service, this is a chance to continue to learn and develop a meaningful career with varied responsibilities beyond your job title. We seek an entrepreneurial person who can work efficiently and accurately, work to deadlines independently, prioritise when necessary, and establish and develop good working relationships with clients and providers. Opportunity Small enough to provide a positive professional experience to our clients. Joining our team would be a chance to work on all aspects of financial planning and be part of a close-knit environment that thrives on keeping our clients happy and on track with their financial goals. The right person is key to our growth plans and will significantly shape the role. About the role Providing technical and administrative support to two financial advisers every day is different because you will work with various clients with diverse financial objectives and expectations. Core responsibilities include: Dealing with clients and providers Managing adviser diaries Assisting the adviser during meetings when required Preparing for client meetings, including illustration requests, obtaining valuations and appropriate literature Preparing and submitting applications to providers Managing back-office systems and client data and improving operational efficiency. Undertaking investment instructions Liaising with paraplanners Essential A minimum of 5 years experience as an administrator gained in a professional/regulated environment (financial advisory or wealth management environment preferred). Unrestricted rights to work in the UK Desirable A people person with a positive attitude and a strong work ethic An excellent written and verbal communicator Highly organised with great attention. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
April 23 on ListedBuy
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More About this Listing: Wealth Management Administrator
Wealth Management Administrator is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like Wealth Management Administrator by searching Oodle for Clerical Administrator Jobs.
Wealth Management Administrator is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like Wealth Management Administrator by searching Oodle for Clerical Administrator Jobs.