We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team.
Responsibilities:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to stand and all relevant checks etc are completed
Experience:
- Candidates need to have demonstrable experience of working within wealth management / financial services administration
- Ideally you will hold some professional qualifications, although this is not essential.
- You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally.
- You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks.
In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.
Wealth Management Administrator in London employer: Switch Recruitment Careers
As a leading globally recognised insurance company, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our multinational team offers unique opportunities to engage with complex clients while enjoying a competitive salary and an exceptional benefits package, including over 30 days of holiday and enhanced pension schemes, making us an excellent employer for those seeking meaningful and rewarding careers in the insurance sector.
Contact Details:
Switch Recruitment Careers Recruitment Team
