Wealth Management Administrator

☞ Logic Industries Ltd.

View: 110

Update day: 01-06-2024

Location: Amersham South East

Category: Finance / Bank / Stock Sales

Industry: Defense Space Manufacturing

Position: Associate

Job type: Full-time

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Job content

From start-up in 2009, Succession Wealth is now one of the leading, independent financial planning and wealth management business in the UK. We have over 600 employees and 170 Wealth Advisors providingwealth management and financial planning servicesto individuals and corporate clients across the UK via our network of offices.

Due to our continued growth Succession now have an outstanding opportunity for experienced financial services Administrator to join our Client Delivery team in Amersham. In this fast paced and varied role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.

IFA / Wealth Management Administrator

Basic salary up to £28,000 (DOE)

Based partly from our Amersham office blended with some home working

Excellent benefits including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations, Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts.

Career progression as a growing business we have amazing opportunities for progression and well give you all the support you need to reach your career goals including exam sponsorship. You will also receive a pay review annually with performance linked pay increases.

The role

The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and develop a portfolio of high net worth clients. This is achieved throughliaisingwith policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients. The role holder is also expected to ensure that our client informationdatabase is accurateat all times.

On a day to day basis you can expect to be:

Co-ordinating the Planners diaries and the arranging of client meetings.

Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.

Sending prepared investment information and reports to clients.

Ensuring all data entry is completed accurately and within specified timelines.

Taking ownership and accountability for administration including ensuring the maintenance of correct client records.

To Be Successful In The Role You Will Need

Experiencein a fast-pacedFinancial Services Administrationrole

Goodliteracy and numeracy skillswith a high degree of accuracy

Excellentinterpersonalandorganisationalskills

Workingknowledge of Microsoft Word and Excelpackages essential

Knowledgeof theUK regulatory system, particularly aspects relevant to Financial Services.

DesirableNVQ Level 3 in Business Administration

The ability to demonstrate behaviours in line with Successions Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork
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Deadline: 16-07-2024

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