Wealth Management Administrator
\Our client is looking for a Wealth Management Administrator to join their team in Epsom. You will help support an IFA practice, providing first class administration. This position will be an office-based role.
\Key Responsibilities
\- \
- Prepare and package financial planning reports for the Financial Planners and their clients \
- Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters \
- Liaise with product providers to obtain fees and charges on specific products \
- Obtain and assist with the completion of application/instruction forms and fact finds \
- Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources \
- Maintain accurate client information and record client interaction on the back office system \
- Assist with the onboarding and annual review process for clients \
The Candidate
\- \
- Experience with Microsoft Office products including Word, Excel, Outlook and PowerPoint \
- Excellent organisational skills, flexible and proactive approach \
- Strong interpersonal skills, both written and verbal \
- Previous experience working within financial services desirable \
If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk
Wealth Management Administrator in Epsom employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
