Wealth Administrator

Job Title: Wealth Administrator Industry: Wealth Management Location: City of London Salary: Up to £30,000 Reference Number: 15264 Job Description: Recruit UK are working on an excellent opportunity for a Wealth Administrator in London to join one of the UK’s leading Wealth Managers. Drawing on an impressive history, this fully integrated Wealth Management firm offers expert advice to a wide range of clients and have fully embraced a modern approach to the advice market. This is an excellent opportunity to align yourself to one of the biggest names in the Financial Advice profession and develop a successful career through industry-leading training and development with clear-cut progression to all areas of the business.   Your role and responsibilities will include but not be limited to:

• Assisting in the account opening process including pre-populating forms
• Submission of new business to administration teams and monitoring transfer of assets
• Updating True Potential database including a fact find input
• Processing of payments and liaising with operations department
• Requesting documents and illustrations from providers
• Scanning and sending out documents and correspondence
• Preparing meeting packs and valuations for client appointments and review meetings
• Liaising with other departments, Ensuring completed files are compliant
• Assisting with diary management
• Efficient handling of letters, telephone calls and faxes, handling of email traffic and dealing proactively with all other items of incoming and outgoing correspondence.
• Working to deadlines and service level agreements

  What’s in it for you:

• Competitive salary Up to £30,000
• Full benefits package
• Support with professional development
• Numerous progression opportunities within the firm

Skills and experience required:

• You have got the skills required to be successful – IT Skills, attention to detail, numerate, verbal, and written communication.
• You will be able to process tasks quickly, change and adapt where necessary and to work calmly under pressure.
• You will be honest and have high levels of integrity.
• You are a ‘doer’, able to get things done, negotiate with colleagues professionally and able to influence change for the better
• Preferably studying towards a Financial Services qualification
• You will have worked within a financial planning administrative role before.

  Get in touch or apply online if you would like to be considered for this role.   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 Managers based in London on a Wealth Administration 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.