Private Wealth Administrator
A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.
The role will require you to be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping the Private Wealth Supervisor to create and develop efficiencies across the business using all tools at your disposal, including Adviser Office, XPLAN and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and with other Wealth Managers.
Key Responsibilities as our Private Wealth Administrator will include:
1. Processing new business.
2. Ongoing account management.
3. To be a point of contact for clients, providers, and other members of the business.
4. Processing to completion of transfers in and out.
5. Loading and managing ongoing and initial fees on multiple platforms internally and externally.
6. Post deal reporting.
7. Ensure stock research is up to date.
8. Conform to timelines, demands, and shifting priorities through problem solving.
9. Liaise with both internal and external stakeholders by telephone, letter, and e-mail.
10. Managing the AFH Private Wealth direct phoneline with a confident telephone manner.
11. Any other reasonable request made by the business...