Wealth Management Administrator – Leicester

Reference: AL1166
Category:

Wealth Management Administrator

Leicester City Centre (our Ref AL1166) – full time, office based

Salary £18,000 – £24,000 dep on exp + benefits

 

My client is an established and reputable Wealth Management organisation and they now have an excellent new opportunity for an Administrator to join their City Centre based team.

The Role of Wealth Management Administrator:

To provide organised support to the wealth management team of advisors and paraplanners, together with liaising with providers and clients.

Main Duties and Responsibilities

  • Assisting with processing applications for pensions and investments, including regular contribution and lump sum savings
  • Maintaining and chasing the New Business Pipeline to ensure swift activation of policies – involves chasing providers, clients and advisers for relevant updates
  • Liaising with Providers, Trustees and Pension Schemes
  • Administering policy amendments such as Portfolio Valuations, Withdrawal requests, Deed of assignments, Letters of Authority and Transfer of Agencies
  • Liaising with Clients and Advisers by email, letter or telephone
  • Updating and maintaining the in-house and back-office systems
  • Managing and handling incoming correspondence including provider documentation and email notices
  • Working to support the Manager and team colleagues
  • Office administration and other miscellaneous office and facilities tasks

 

Person Specification – Wealth Management Administrator

  • Customer / Client focused Essential
  • Excellent attention to detail
  • Able to work to tight deadlines
  • Well organised
  • Good communication skills both written and verbal
  • Proactive approach and initiative
  • Good interpersonal Skills
  • Good team experience
  • Enthusiastic
  • Reliable
  • A flexible approach to work
  • GCSE or equivalent qualification in Mathematics and English at Grade C / 4 or above

 

Hours: 8.30am to 5pm Monday to Thursday and 8.30am to 4pm on a Friday. (There may be room for flexibility around this.)

If this Wealth Management Administration role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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