Team Administrator - 6 months
Salary: £20.88ph - £23.08ph
Start Date: ASAP - Temp
Industry: Financial Services
Location: Bank Station
Working Hours: Office Based - 9am - 5pm
A well-established and leading Wealth Management firm requires a Team Administrator to join their busy Wealth Planning team to provide support to the Administration Manager, Planners, and Paraplanners.
The Role:
* 2-3 years' experience within a similar role essential
* Experience working within Wealth Management desirable but within the Financial Services sector a must
* Inputting data and updating and maintaining client records
* Issuing and following up on information requests to pension providers and life/investment companies in writing and via telephone
* Liaising with clients on the telephone, via email, and if required, attending client meetings
* Processing SIPP contributions, transfers, withdrawals, as well as gaining an understanding of bonds (onshore and offshore)
* Managing the ongoing client review process for the Wealth Planners
* Arranging stock transfers liaising with internal teams and external companies
* Maintaining databases including supervisor access, fund updates, and template creation
* General administration tasks including logging and distributing post, scanning, printing, and archiving
The Ideal Candidate Will Have:
* Excellent attention to detail
* Enjoy working in a fast-paced environment
* The ability to apply critical thinking and use initiative
* Excellent organisational skills and ability to prioritise workload
* Confidence when speaking to clients and colleagues
* Strong numerical literacy, and excellent verbal and written communication skills
* Proficient using MS Office Suite - Word, Excel, and PowerPoint
* Previous experience of Voyant, Finametrica, and Intelliflo would be advantageous
If you are an immediately available Team Administrator looking for your next assignment, please send your CV forward as this is an ASAP start!
Please note: We can only consider applications from candidates who have the right to work in the UK.
#J-18808-Ljbffr