Fidelius is a leading financial services company, committed to excellent customer service. We provide a range of solutions for individuals and companies, including wealth management and employee benefits. We work with clients across the UK and have offices in Bath, Cheltenham, Chelmsford, and London.
Job Description
Wealth Management Administrator - Responsibilities
Core Administration Activities
- Provide day-to-day administration support to the Operations team, including preparation and packaging of financial planning reports, client letters, and application forms
- Liaise with product providers to obtain fees, charges, and product information; upload documents to client records following agreed naming conventions
- Maintain accurate client information and record interactions on the back-office system to ensure an effective audit trail
- Assist with client onboarding, communication, and bulk mailers as required
Team Working
- Build effective working relationships with colleagues across the business and provide support to ensure tasks are completed on schedule
- Provide absence cover for colleagues and undertake project work as and when required
Compliance
- Treat all data with complete confidentiality and protect client information at all times
- Treat customers fairly and act in accordance with Compliance procedures and FCA Regulations to ensure regulatory requirements are correctly followed
Training and Knowledge
- Work with your Line Manager to create a personal development plan and undertake company training
- Demonstrate willingness to undertake exams towards becoming diploma qualified in Financial Services
Qualifications
- Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Experience with delivery within a set of standards.
- Experience with organisational skills.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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Wealth Management Administrator in Bath employer: Fidelius
At Fidelius, we are committed to fostering a supportive and dynamic work environment where our employees can thrive. As a Compliance Manager, you will benefit from ongoing professional development opportunities, a culture that values collaboration and innovation, and the chance to make a meaningful impact in the financial planning sector. Located in a vibrant area, our team enjoys a healthy work-life balance and the satisfaction of contributing to our clients' futures while adhering to the highest compliance standards.
