Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Worthing offices.
With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
* Preparation of correspondence including letters and emails
* Ensuring appropriate documentation is scanned and attached to the relevant client records
* Processing letters of authority and chasing up providers
* Maintaining all administration systems, ensuring all client data is accurate and up to date
* Build relationships with clients and interact with them directly
* Arrange client meetings for the Advisers when required
* Prepare client files for adviser meetings for both new and existing clients
* Processing and monitoring of all new business (both for new and existing clients)
* Mana...