Wealth Management Client Account Manager

SRM RECRUITMENT LIMITED ,
London, Greater London
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Our client is a very well established Wealth Manager with a first class reputation. They are expanding one of their teams and are looking for an expeirenced administrator. Main undertakings in the role: Account management - logging and managing client accounts on the various platforms Investment administration - apportioning funds as they arrive in accordance with advisors instructions/clients risk etc., sending out quarterly reports and making changes to the clients account where necessary Day to day client liaison Apportioning the workload from that to the most appropriate person - to self, to admin, to advisory, to tech paraplanning etc. Accountability for the production of the Annual Reviews for clients including updating the plan Diary management of both Advisor and associated clients, in particular with managing the annual review workload. Dealing with items relating to completing or topping up the plan such as maximising pension contributions, ISA allowances etc. Client Meeting Packs - prepare Factfinds, Risk Questionnaires, valuations and other relevant materials for client meetings. Managing the submission of new business applications to the Central team. Task management in conjunction with the Central Administration Team. Preparation of quotes and illustrations Management of unallocated fee queries Individual Adviser KPI management Assist the paraplanner with research as and when needed. Attend some in-house meetings Skills/Attributes needed for the role Working towards being a Chartered Financial Planner ideally qualified to Diploma level already. 3 years’ experience in Financial Services Administration/Sales Support Experience of Word, Excel, Outlook Experience of Intelligent Office Experience of using the Analytics portfolio builder - desirable but not essential Experience of using cash flow systems - desirable but not essential Experience of FE analytics highly desirable Experience of Transact, 7IM, Praemium platforms all highly desirable

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