Junior Wealth Management Administrator

Jenson Fisher Consulting Ltd ,
London, Greater London
More Details
Job Type: Full-time
Salary: £18,000 per annum

Overview

Are you looking to break into the Wealth Management industry? My client is seeking a hard-working, quick-learning and motivated individual to join their Wealth Management business based in the Hampstead area. You will ideally have a strong academic background with previous working experience and seeking an opportunity to get your foot in the door of a well respected Wealth Management organisation. You will be tasked with assisting the Advisers in the business with administrative tasks, client liaison and document management; reporting to the Administration Manager. There is an opportunity to sit exams and progress within the business once you have demonstrated a great attitude and commitment to learn this industry. Responsibilities: Adding new client data onto back office system Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate Adding and updating New business and Fees onto back office system Processing fund switches and withdrawals Sending Letters of Authority (LOA) and following up with the providers Dealing with telephone and postal queries Producing client valuations Scanning documents onto back office system when required

People also viewed