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Wealth Management Administrator

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HAYS 27000.00 British Pound . GBP Per annum

2024-09-22 23:30:39

Job location Wolverhampton, Staffordshire, United Kingdom

Job type: fulltime

Job industry: Administration

Job description

Wealth Management Administrator, Permanent, Wolverhampton/Shifnal area, Full-time, £25,000 - £27,000 per annum

Are you looking for a new Administrator role? I have a fantastic new opportunity based in Wolverhampton/Shifnal that might be of interest to you. It is a permanent vacancy which requires a candidate to have experience within Wealth Management.
Wealth Management Administrator£25,000 - £27,000Wolverhampton basedOffice based (no hybrid)Full time and permanent
Job details:To provide full administrative support to advisors, clients and other customers. To answer queries and complete tasks.
Day to day duties:

  • Booking appointment for clients
  • Completing pre-meeting administrative tasks and sending out welcome packs
  • Log all client calls and queries into an internal CRM system
  • Ensure protocols are followed, including FCA, GDPR
  • Inputting client data into an internal system
  • Create and send out business documents
  • Provide administrative support to the paraplanning team
  • Manage an inbox
  • Provide cover in other departments where needed

  • Essential skills and experience:
  • IT IS ESSENTIAL that you have experience working within wealth management
  • Excellent administration and data entry skills
  • Ability to adhere to GDPR and FCA regulations
  • Customer service skills and professionalism via phone and email
  • Full UK Driving License
  • Educated to GCSE is essential
  • Educated to A Level or Degree is preferred

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