Wealth Management Administrator

Reed ,
Cambridge, Cambridgeshire
More Details
Job Type: Full-time
Salary: £21,500 per annum

Overview

My client are a Chartered Financial Planning firm who are looking for a Wealth Management Administrator to join their growing team. If you are currently working within the Financial Services industry and are looking for a new challenge within the Financial Planning sector, this is a great opportunity for you with a client who seek first-class client care. The opportunity for development and progression is available with time. Main duties Process new and existing business. Keep the relevant individuals updated on applications. Set up and maintain client records accurately using back-office systems. Liaise directly with providers. Prepare pre-meeting documentation and complete post-meeting client reviews. Prepare application forms for many different plan types (investment, life and pension) Actively maintain the client record with notes regarding all activity undertaken. Key Skills & Requirements Experience within the Financial Services is essential. You must be studying towards the CII Level 4 Diploma in Financial Planning. Excellent systems and product knowledge required Initiative and self-starter Excellent telephone manner Excellent communication skills, both verbal and written Efficiency Accuracy Time Management Highly organised

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