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Administrator – Wealth Management Firm

Employer: Robinson Financial Careers
Salary:
Date Added: 02/03/2024

A new role has become available within a highly respected Chartered Financial Services firm based in Leadenhall Street, London. This is an opportunity for a responsible, self-motivated, well organised candidate.

The Role

ยท Researching a broad range of financial products across all financial sectors

ยท Working together with an Adviser on a variety of different cases.

Responsibilities include

ยท Produce valuations

ยท Completing the full Annual Review process as a key part of the business

ยท Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process

ยท Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly

ยท Sending Letters of Authority

ยท Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Engage

ยท General Administration duties

ยท Liaise with Compliance Department

ยท Create and maintain client files and enter details onto back office database

ยท Submitting Business on internal and external systems

ยท Working with back office system

ยท Fact find completion onto system for new clients.

ยท Monitoring of trail fees, consolidation of correct amounts from correct providers and company payment.

ยท Post management, uploading to systems and actioning where appropriate.

Location

You will be expected to work in our City office on a full-time basis. There may be times when working from home is necessary, but this will be with agreement with the Adviser.

Ideal candidate

You will have the ability to build strong working relationships with both the Adviser, and the rest of the team. Unlike most other advisers in the company, you will be part of a team of four who work closely with the Adviser and working well as part of a team is important to the Adviserโ€™s objectives and success.

Previous experience of working within a similar role within a financial services business is not essential. Diploma qualified is not essential but working towards this is desirable.

It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.

You must be happy to work on your own and as part of a team and have excellent time management skills.

This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career.

Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role. You will be expected to sit some industry exams relevant to the role within the first 2 years of joining the firm.

Application Deadline: 13/04/2024
Contract Type: Permanent
Submitted Applications: 0

Apply Now

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