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Wealth Administrator - Bristol - Paying up to £24,000
Our Wealth Administrators are the first point of contact for our Financial Planning clients. The role involves all administration relating to new business and client servicing. You will also provide administration support including diary management for our Financial Planners. To be successful in the role you will have strong organisational and administration skills, good time management and the ability to multitask. This is a varied role and no two days are the same. Ideally you would have experience from the financial services sector and be confident to handle our client needs with complete professionalism both in person and over the phone.
Managing leads with the Client Relationship Management (CRM) system
Accurate and timely data entry on to CRM
Arranging appointments and diary management
Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
Call management/ Client contact
Data Collection on client portfolios
Checking new business paperwork, banking cheques, scanning documents
Ability to demonstrate an understanding the regulatory framework relevant to the role, whilst practicing effective risk management taking account of outcomes for clients.
Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practicing effective risk management taking account of outcomes for clients.
Previous financial services experience
Excellent attention to detail
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