WEALTH MANAGEMENT ADMINISTRATOR - EPSOM

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
-   Uploading plan statements and other documents to client records following agreed naming conventions
-   Maintain accurate client information and record client interaction on the back office system
-   Assist with the onboarding process of new clients
-   Assist with the annual review process of existing clients
-   Any additional ad-hoc requests and support on company projects as and when required

Essential

-   Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
-   Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
-   Ability to consistently deliver within service standards.
-   Excellent organisational skills, flexible and proactive approach to getting the job done.
-   Strong interpersonal skills, both written and verbal communication.
-   Accuracy and attention to detail to balance demands of role.
-   Desire to learn and build skills and ability through Personal Development Plan.

Desirable

-   Previous experience of working in similar role
-   Previous experience of working within financial services
-   Experience of working in a small to medium sized financial services environment
-   Experience of working in an environment of significant change
-   Knowledge of Financial Services Industry 

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk