Dedicated Administrator

Job Title: Dedicated Administrator Industry: Financial Services Location: Southampton, Hampshire Salary: up to £19,000 Reference Number: 13655 Job Description: Recruit UK are working on an excellent opportunity for a Dedicated Administrator in Southampton to join a Wealth Management Company. This company is one of the South’s leading Wealth Management firms. They were established over 18 years ago and have since become one of the most successful Wealth Management firms advising clients with AUM of nearly £5 billion. As a result of their expanding success, this client is now looking for a skilled administrator with Financial Services experience to join them. The role offers the candidate the chance to work with the dynamic company with the opportunity to progress. The purpose of the role is to provide advisers and paraplanners with support. Duties will include but not be limited to:

• Answer any client/provider telephone queries professionally and efficiently.
• Make telephone calls to clients/providers when required.
• Deal with any Adviser queries.
• Take client instructions, providing them with details of next steps in process i.e. withdrawal request.
• Create annual review packs including producing the annual review letters.
• Provider cash management.
• Generate Meeting Packs.
• Obtain and provide clients with tax certificates.
• Complete Bed & ISA letters

  General Responsibilities

• Ensure policy documents and any other relevant documentation is sent to clients and providers within the agreed timeframe.
• Update client portfolios and generate valuations when required.
• Generate client letters where applicable.

What’s in it for you:

• 5 hours a week
• Salary range up to £19,000 + dependent on experience / qualifications
• Assistance with exam book/entry fees
• Discretionary Bonus
• Opportunity to progress into Paraplanning and then Advice

Skills and experience required:

• Experience within Financial Services
• Qualifications or interest in obtaining them desirable not essential
• Excellent administration skills
• Ability to manage own workload
• Positive work ethic
• Excellent communication and time management skills

About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Company based in Southampton on a Dedicated Administrator role.   Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

    This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.