Wealth Management Business Support Dundee - Blackadders

Description

Job Purpose

Key Responsibilities

• Prepare necessary documentation for clients onboarding and new business processing.
• Prepare valuations and periodic reviews and related paperwork accurately and timeously.

Update and maintain all client database systems with current client KYC and policy information.

• Organise and schedule adviser appointments relating to client suitability reviews.
• Assist with any requests from Clients, Advisers and Investment Managers.
• Produce and record all client and firm correspondence relating to clients within the XPLAN database, maintain personal work queue and ensure workload is current.
• Answer Wealth Management phone calls out with reception hours.
• Adhere to the processes and systems set out in Blackadders Wealth management Procedures Manual and Compliance Rules.

Other Duties

There may be the requirement to perform duties other than those given in the job description for the post.

The particular duties and responsibilities attached to posts may vary from time to time without changing the general character of the duties or the level of responsibility entailed.

Such variations would not of themselves justify the re-evaluation of a post.

In cases, however, where a permanent and substantial change in the nature of the duties and responsibilities of a post occurs consistent with a higher level of responsibility, then the post would be eligible for re-evaluation.

Job Title:
Wealth Management Business Support

Date:
April 2023


Department:
Wealth Management

Responsible to:
Director of Wealth Management Operations