This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:
-
Client correspondence, written and verbal.
-
Processing New Business.
-
Preparation of client review packs.
-
Arranging client meetings and managing the Adviser’s diary.
-
Illustration requests.
-
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
-
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
-
Taking phone calls, enquiries and requests, and handling them where appropriate.
-
Back-office support.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
