We are looking for an experienced client administrator to join a team in this Wealth Management company in Hove.
To provide administrative support to Advisers and Paraplanners, format and prepare letters and documents, input and maintain data on the in-house system.
Support the Advisors with managing a portfolio of clients and potential business, liaise with internal and external clients via the phone and email.
Updating and maintaining client records, communicating with Life and Investment companies to request information.
Manage client reviews, prepare client valuations, prepare files for compliance, prepare client reports, such as pensions, investments, Trustee investments and other financial planning requirements.
To apply you must have experience working in a financial institution, strong customer services experience in a similar role.