* Job title: Senior Wealth Support Administrator
* Location: Newcastle
* Job Level: Administrator
* Business Area: Wealth Management
* Contract Type: Permanent
* Ref number: AZ04001
About us
Azets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.
Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.
The role
We are looking for an experienced Administrator to join our team. Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.
Key accountabilities
* Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly.
* Assisting and actioning post and organising diaries.
* Preparing and sending client letters and emails.
* Answering and making telephone calls to clients and providers.
* Sending off and chasing up on information with regards to Letters of Authority and adding to back office system.
* Updating back-office systems.
* Being responsible for following process and procedures.
* Collaborate with the team to meet deadlines and improve workflows.
* Mentor graduates as required within the admin team.
Skills & experience
* Proven experience in a similar role within the financial services industry, preferably in wealth management.
* Strong understanding of financial products, investment vehicles, and wealth management processes.
* Excellent communication and interpersonal skills.
* Detail-oriented with strong organisational and problem-solving abilities.
* Ability to work effectively in a fast-paced, dynamic environment.
* Proficiency in using CRM and office software (e.g., Salesforce, Microsoft Office).
We are looking for three things in particular:
* Be a good colleague: work well with your colleagues in Azets and help them achieve our collective goals.
* Be ambitious: Whether that be academically, professionally, or commercially we want you to strive to be your best.
* Do the right thing: We are an advice-based business, and the quality of our advice is paramount.
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