Wealth Administrator - Manchester, London or Tunbridge Wells (part time 28 hours per week) in City of Westminster

Key responsibilities

• Supporting Client Directors and the wider Wealth Advice / Paraplanning team in the preparation and completion of annual review reports.
• Extracting, updating and Inputting data into cashflow modelling tools to update client information and produce outputs that help demonstrate ongoing suitability as part of the annual review process.
• Preparing, updating and checking documentation and supporting information required for annual client reviews.
• Ensuring client data, valuations and supporting information are accurately recorded and kept up to date across internal systems and review documentation.
• Liaising with third parties including Pension and Offshore Bond providers to update data as required.
• Assisting with the collation of information required to support suitability reporting, including policy, investment and planning data where appropriate.
• Providing general administrative support to the Wealth Advice Administration / Paraplanning team, helping to ensure work is delivered efficiently and to a high standard.
• Supporting ad hoc team requirements, including document preparation, process support and follow-up actions arising from client review work.
• Contributing to ad hoc projects and team initiatives designed to improve processes, efficiency and service delivery (i. e. Iron Mountain / ad hoc testing).
• Working closely with colleagues across the business to support a consistent and effective approach to client servicing and annual reviews.
• Maintaining high levels of accuracy, attention to detail and confidentiality when handling client information and documentation.
• Supporting the Client Directors specifically in meeting annual review deadlines.

What we're looking for

• Studying towards a relevant regulated financial planning qualification (e. g. CII Diploma in Regulated Financial Planning) is preferred but not essential.
• Strong numeracy skills.
• Ability to work under pressure and meet tight deadlines.
• Experience of Data Input.
• Ability to liaise with staff and external parties at all levels.
• Experience of Voyant / cashflow skills is desirable.
• Intermediate Microsoft Excel and Word Skills.
• Why join Handelsbanken

We want everyone at Handelsbanken to feel supported, motivated, and able to do great work.

That's why, alongside brilliant colleagues, meaningful work and training and development opportunities, we provide a variety of benefits designed with your wellbeing in mind.

In addition, there is a flexible benefits package with the key highlights detailed below.

to include cash flow modelling.

This role is part time working 4 days a week (28 hours) and we can be flexible on the days you work.

This is based in either of our Manchester, London or Tunbridge Wells offices with the requirement for the successful candidate to travel to the other offices on occasion.

Job Introduction

Handelsbanken Wealth is responsible for all wealth and investment management activities of the Group in the UK.

Founded in Sweden, Handelsbanken is one of the world's strongest banks and offers local relationship banking, advice and investment management to personal and corporate customers through its fast-growing network across the UK.

For over 30 years we have been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth.

We focus on one objective - customer satisfaction - since a satisfied customer will be happy to both return and to recommend us.

Check our Handelsbanken website for further information

The opportunity

We are recruiting for an Associate Client Director (Wealth Administrator) to join the Handelsbanken Wealth team to initially support a project to embed and deliver a new process to support our Client Directors and Paraplanning Team with the construction of review reports

The Bank is deeply committed to embedding good equality and diversity practice into all of our activities.

This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour,
nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation.

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