Are you looking for a new Administrator role? I have a fantastic new opportunity based in Wolverhampton/Shifnal that might be of interest to you. It is a permanent vacancy which requires a candidate to have experience within Wealth Management.
Wealth Management Administrator £25,000 - £27,000 Wolverhampton based Office based (no hybrid) Full time and permanent
Job details: To provide full administrative support to advisors, clients and other customers. To answer queries and complete tasks.
Day to day duties:
- Booking appointment for clients
- Completing pre-meeting administrative tasks and sending out welcome packs
- Log all client calls and queries into an internal CRM system
- Ensure protocols are followed, including FCA, GDPR
- Inputting client data into an internal system
- Create and send out business documents
- Provide administrative support to the paraplanning team
- Manage an inbox
- Provide cover in other departments where needed
Essential skills and experience:
- IT IS ESSENTIAL that you have experience working within wealth management
- Excellent administration and data entry skills
- Ability to adhere to GDPR and FCA regulations
- Customer service skills and professionalism via phone and email
- Full UK Driving License
- Educated to GCSE is essential
- Educated to A Level or Degree is preferred
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