Job Summary
We are seeking a detail-oriented and proactive Wealth Management Operations Support professional to join our team. This role involves providing essential operational assistance within our small boutique IFA firm, ensuring the smooth processing of client experience, maintaining accurate records, and supporting the overall efficiency of our financial services process.
The ideal candidate will have a strong understanding of financial services and a commitment to delivering exceptional support to our advisors and clients.
Responsibilities
- Provide administrative and operational support to the MD and Wealth management team.
- Update and maintain client records on internal systems.
- Process and track client requests and service enquiries.
- Maintain electronic and paper filing systems in line with company standards.
- Support diary management and meeting scheduling where required.
- Assist in processing client transactions, including deposits, withdrawals, and transfers, ensuring accuracy and compliance with regulatory standards.
- Maintain up-to-date client records within the firm’s systems, ensuring data integrity and confidentiality.
- Coordinate with internal departments to facilitate smooth operations related to client accounts and investment activities.
- Working on ad-hoc projects
- Monitor transaction queues and resolve discrepancies or issues promptly.
- Assist in preparing reports and summaries for management review.
- Provide administrative support for client meetings, including scheduling and documentation preparation.
- Stay informed about relevant regulatory changes affecting wealth management operations and ensure compliance.
Requirements
- Prior experience or knowledge of financial services is highly desirable.
- Strong organisational skills with an ability to manage multiple tasks efficiently.
- Excellent attention to detail to ensure accuracy in processing transactions and maintaining records.
- Good communication skills, both written and verbal, to liaise effectively with clients and internal teams.
- Proficiency in MS Office applications, particularly Excel and Word, along with familiarity with financial software systems is advantageous.
- Ability to work independently as well as part of a team in a fast-paced environment.
- A proactive approach with problem-solving capabilities.
- Relevant qualifications or certifications in finance or related fields are preferred but not essential.
Pay: £24,420.00-£33,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Work Location: Hybrid remote in Fareham (Hampshire)
