Wealth Administrator

Job Description Wealth Administrator London Hybrid £30,000 – £34,000 Our Client, a prestigious financial services company based in the City of London are looking for a wealth administrator that will be responsible for supporting the team in the administration of private client and corporate financial planning services. This is an excellent opportunity for someone looking to develop their career in the financial planning space! Wealth Administrator – What will you do? Process new business and documentation in accordance with agreed service and quality standards, taking full ownership of the entire lifecycle of transacted business. Prepare for adviser/client appointments, including the collation of meeting packs, obtaining quotations, and creating illustrations. Act as the point of contact for clients, liaising on their behalf with advisors and ensuring any queries are addressed promptly and effectively. Deal with advisor charge, fees and commission enquiries. Manage incoming inquiries, answer telephone calls, and arrange meetings, including coordinating room bookings, visitor parking, and catering when necessary. Maintain a comprehensive electronic client filing system, and support with general office adminstration.