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Wealth Management Administrator

Location: CAMBRIDGE, CAMBRIDGESHIRE, UNITED KINGDOM Salary: 21,500-24,500 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-314773

My client are a Chartered Financial Planning firm who are looking for a Wealth Management Administrator to join their growing team.

If you are currently working within the Financial Services industry and are looking for a new challenge within the Financial Planning sector, this is a great opportunity for you with a client who seek first-class client care.

The opportunity for development and progression is available with time.

Main duties

  • Process new and existing business.
  • Keep the relevant individuals updated on applications.
  • Set up and maintain client records accurately using back-office systems.
  • Liaise directly with providers.
  • Prepare pre-meeting documentation and complete post-meeting client reviews.
  • Prepare application forms for many different plan types (investment, life and pension)
  • Actively maintain the client record with notes regarding all activity undertaken.

Key Skills & Requirements

  • Experience within the Financial Services is essential.
  • You must be studying towards the CII Level 4 Diploma in Financial Planning.
  • Excellent systems and product knowledge required
  • Initiative and self-starter
  • Excellent telephone manner
  • Excellent communication skills, both verbal and written
  • Efficiency
  • Accuracy
  • Time Management
  • Highly organised
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