Wealth Management Administrator - Leeds, United Kingdom - Reward Recruitment

Reward Recruitment

Verified Company

Leeds, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Wealth Management Administrator

Leeds

£25,000 - £28,000, with benefits including Employer pension contribution, death in service (4x), 24 days paid leave plus bank holidays, Discretionary bonus, Exam support and training

Duties:

On boarding new clients to the business, ensuring the new client file is fully compliant This will include:
Adding new client information to Intelligent Office back office system
Checking that all compliance paperwork and antimoney laundering procedures have been satisfied and recorded
Adding plan/investment information to Intelligent Office
Preparation/Implementation of advice This will include:
Prepare cost and charges disclosure documents
Obtain illustrations
Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment
Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation
Ensure that all actions within the Intelligent Office Diary Manager are dealt with within the required timescales and all diary entries are updated when relevant
Ensure all client files are correctly formatted, tidy and contain all appropriate information/documentation
Ensure that fact find sections within Intelligent Office are completed and updated when appropriate
Provide general office administrative support including filing, scanning, photocopying, post & franking

How to Apply:

Please send your CV immediately or contact Stuart at Reward Recruitment Limited on