Client Liaison Wealth Administrator - Preston, United Kingdom - Amour Recruitment

Amour Recruitment

Verified Company

Preston, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you a strong, organised administrator with Financial Planning experience? Are you looking for an exciting opportunity with an innovative Wealth Management company? Then we may have just the opportunity for you

As the Client Liaison Wealth Administrator, you will work closely with Wealth Planners, playing a key role in ensuring that both Wealth Planners and clients are fully supported through the new business process.

You will explore opportunities for referralsand professional connections, adding value to the achievement of business targets.

The Role:

Timely production of accurate, high quality streamlined suitability reports, delivering clear, compliant advice in a client friendly manner and within SLAs
Work on producing new Financial Planning cashflow reports and update existing reports.
Completion of detailed review presentation reports for key clients
Ensure client reviews are timely & appropriate as per SLAs and in line with regulations, as well as assisting with the structured scheduling of reviews, booking of appointments and the preparation of meetings.
Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
Responsibility for all post meeting administrative actions
Ensure all initial, ongoing and client paid fees are checked and reconciled monthly
Previous Financial Planning experience specifically working with highnetworth clients
Excellent knowledge of Pensions & Investments products
Excellent written & oral skills
Able to work to deadlines whilst producing accurate, recorded work
Able to prioritise workload & recognise the service level demands
Excellent organisational skills required
Not afraid to challenge and 'manage up' when required
Excellent use of Microsoft Word, Excel and PowerPoint

This role is hybrid (2 days working from home, 3 days in the office), pays up to £26,000 per annum with 25 days holiday, plus 8 bank holidays.

Hours of work will be Monday-Friday.

Benefits include discretionary annual bonus, private medical insurance several excellent voluntary benefits.