Wealth Services Administrator - Bristol, United Kingdom - atomos

atomos

Verified Company

Bristol, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are looking for an experienced Wealth Planning Administrator to join our Wealth Services team in Bristol.

Career

Ideally, you will have experience working within an IFA / Financial or Wealth Planning firm and hold strong administrative skills.

No day will be the same with new queries from our Portfolio Managers, making and checking payments, vetting client requests for changes and actioning account closures.

About the role

Reporting to the Wealth Services Team Leader, you will join a team of 6 to help support our Portfolio Managers, Wealth Planners, and Client Services teams.

Accountabilities

Assisting with all enquiries in a timely manner, addressing and answering Portfolio Manager's and intermediaries' queries, and providing full administrative support
Processing any death claims, power of attorney, trust cases, account closures, and account openings
Processing any cash withdrawals for clients
The creation of new client records and any ongoing changes are updated and systems are regularly reviewed and maintained

Skills and Experience

Experience in providing administrative support within a Wealth Management or Financial Planning firm
A professional and personable communicator who is comfortable dealing with queries and liaising with different levels and teams
Familiarity with various life/pension/investment providers
Conversant with platform providers e.g., Nucleus
Have a good knowledge or awareness of technical compliance procedures including CASS, transfers In, payment of annuities, taxation of life assurance policies, BACS, and best practice for direct debiting schemes

Benefits