Wealth Administrator - Cheltenham, United Kingdom - Investec

Investec
Investec
Verified Company
Cheltenham, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets.

We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.


Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years.

But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion.

This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance.

At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.


Wealth Administrator

Location:
Cheltenham


What is the team like?


An excellent opportunity for an administrator to join the Cheltenham office, working within a team who provide holistic Wealth Advisory Service in relation to retirement planning, estate planning, investments and protection.

Typically our clients are HNW individuals with complex planning needs.


Sitting within the Private Client Division of IWI, the Cheltenham office continues to target strong growth driven by our advice focused approach.

Working together as a team with our colleagues in the South West region, we pride ourselves on delivering demonstrable, measurable value for our clients.


We are looking for someone who is excited about the prospect of joining a growing part of our business, and who is passionate about a career in financial services.


What are the key responsibilities of the role?

  • Maintenance of Xplan including the following:
  • Ensuring that all client workflows and tasks are carried out and completed in line with company policy.
  • Ensure client data is up to date.
  • Submit new business to centralised Financial Planning Administration, including provider and product.
  • Inputting fees.
  • Ensure compliance documentation requirements are met.
  • Develop and maintain effective relationships with clients, colleagues and 3rd parties.
  • Ensure all client packs and paperwork are prepared ahead of client meetings, including requesting valuations.
  • Liaise with Centralised FP Administration on current cases to ensure information is received in a timely manner.
  • Liaise with FP Admin regarding LOAs.
  • Send out client letters.

What skills and knowledge are we seeking?

  • Good Attention to detail.
  • Excellent telephone manner, listens actively and questions to clarify own understanding.
  • Prioritises and makes effective use of time with good organisation skills.
  • Ability to work under pressure to set timescales.
  • Works cooperatively and effectively with colleagues to complete tasks and achieve targets.
  • Builds strong internal and external relationships.
  • Treats others with courtesy and understanding, remains friendly and approachable.
  • Proactive and engaged.
  • Experience using Microsoft Office.

Any other attributes that would be helpful?

  • Xplan experience desirable but not essential.
  • A minimum of two years' experience in Financial Services with an IFA or Wealth Management company is desirable.
  • Strong team ethic and desire to develop others.
  • Strong alignment to one Investec and our culture and values.
More jobs from Investec
See all jobs of Investec