Wealth Management Administrator - Portsmouth, United Kingdom - Page Personnel Finance

Page Personnel Finance
Page Personnel Finance
Verified Company
Portsmouth, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

My client who is based in Emsworth near Portsmouth is looking for a Wealth Management Administrator to join them on a permanent basis.


Client Details
My client is a professional services business with offices in Emsworth.


Description
As the Wealth Management Administrator you will be responsible for:

  • Arranging team meetings, client meetings and appointments.
  • Administering new client pensions, investment, and risk contracts.
  • Effectively liaise with product providers and partners.
  • Managing and finalising client documentation ensuring completeness.
  • Managing and coordinating annual client reviews.
  • Processing investments, fund switches and sales documentation within SLA.
  • Checking and completing investment transactions to ensure in line with original instructions.
  • Dealing with client queries.
  • Ensuring the backoffice system is up to date
  • Keep up to date with FCA regulations and internal policies and procedures.

Profile
In order to be considered for the role you will:

  • Have previously worked in a similar role within the industry
  • Be willing to learn and expand your knowledge in this area
  • Be a good communicator
  • Be well organised and IT literate

Job Offer
The chance to work in a role with hybrid working options available.
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