At a Glance
- Tasks: Join a dynamic team to manage client accounts and provide top-notch administrative support.
- Company: A well-established firm with a strong brand and commitment to staff development.
- Benefits: Enjoy 24 days annual leave, pension scheme, private medical insurance, and flexible working options.
- Other info: Great opportunity for career advancement and professional qualifications.
- Why this job: Be part of a supportive environment where your ideas and growth are valued.
- Qualifications: 1-2 years of admin experience in wealth or financial planning is preferred.
The predicted salary is between 30000 - 40000 £ per year.
Working on behalf of an investor in people, someone who develops and mentors their staff. Actively encourages ideas and development. They are looking for a wealth administrator to join their team, the firm currently employs around 60 people. They are based in EC2 and have a strong brand and rich history in the sector.
You will have 1-2 years experience in admin in either wealth or financial planning.
Duties:- Adhere to existing policies and procedures and work within agreed internal service level agreements.
- The role will involve regular administrative duties such as gathering of policy information for new clients, inputting client data onto internal systems and dealing with ad hoc enquiries from existing clients.
- You will be required to give prompt and professional responses to both client and provider queries both verbally and in writing.
- Responsible for the onboarding of new clients ensuring a first-class experience for the client from the outset including the accurate production of documentation required for clients.
- Work as part of a larger team of administrators to assist the Financial Planners with a range of tasks.
- Implement proposals for our clients ensuring that accounts are opened, funded, and invested correctly.
- Responsible for the ongoing management of client accounts.
- Assist and be assisted by the senior members of the team in the completion of more complex work items.
Benefits:
- 24 days annual leave.
- Company pension scheme after 3 months employment – matched employer contributions up to 6%.
- Group Life Assurance (4 x Salary) & Group Income Protection (75% of Salary).
- Cycle to Work Scheme.
- Private Medical Insurance.
- Support with future professional qualifications.
- Flexible & Remote Working Policy in operation.
Wealth Administrator employer: JAMES SMITH RECRUITMENT LTD
As a leading firm in the wealth management sector, we pride ourselves on being an exceptional employer that values the growth and development of our staff. Located in the heart of EC2, we offer a supportive work culture that encourages innovation and collaboration, alongside competitive benefits such as a generous pension scheme, private medical insurance, and flexible working options. Join us to be part of a dedicated team where your contributions are recognised and you can thrive in your career.
Contact Details:
JAMES SMITH RECRUITMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator
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We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JAMES SMITH RECRUITMENT LTD.
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Before your interview, reach out to current or former JAMES SMITH RECRUITMENT LTD employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
