Wealth Management Administrator
- Location: Berkswell, CV7
- Job Type: Permanent
- Salary: up to £25k
Reed Financial Services are seeking a dedicated Wealth Management Administrator to provide comprehensive administrative support, the optimisation of client relationships and the smooth daily operation for a Financial Services institution. This role is integral to enhancing our client-facing strategy and delivering a first-class experience to their clients.
Day to day of the role:
- Maintain compliance of all stationery and Practice literature.
- Handle queries from clients and other parties with effective communication.
- Contribute to the business's client-facing strategy by promoting and enhancing one-to-one interactions.
- Prepare client meeting files, including compliance documentation, and provide client/adviser support.
- Support various departments within the Practice, including the Management team.
- Ensure adherence to the end-to-end business process and track it efficiently in line with Practice and regulatory standards.
- Keep accurate records of all client contact.
- Answer incoming calls professionally.
- Deliver an exceptional level of customer service to Practice clients.
- Engage in ad hoc project work and other reasonable tasks as required by the Business.
Required Skills & Qualifications:
- Previous experience in an office support/administration role.
- Knowledge of relevant regulation and legislation is desirable.
- Experience with client management systems such as Salesforce is desirable.
- Excellent client interaction skills, both face-to-face and over the phone.
- Strong written communication skills.
- Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
- Good organisational skills and strong attention to detail.
- Ability to manage time effectively and multi-task.
- Calm and effective under pressure with conflicting demands.
- Positive attitude and open to change with a creative approach to problem-solving.
- Ability to work independently and as part of a team.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional development and growth.
- A supportive team environment.
- A role that offers variety and the opportunity to work on different projects.
To apply for the Wealth Management Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.