A national Wealth Management business with offices in the heart of Newcastle are looking to add further presence to the office with a Wealth Planning Administrator.
This is an excellent opportunity for somebody with experience and an understanding of a Financial Planning environment, wanting further exposure and support through their career to develop further.
Duties include:
1. Support the Planner's work-flow by efficient co-ordination of central services such as paraplanning, valuations and business processing.
2. Prepare and submit CDD and new account paperwork for client on-boarding.
3. Arrange client meetings, valuations, meeting packs and manage the Wealth Planners' diaries.
4. Be a first contact point for clients to handle general queries and escalating complex queries to the Planner.
5. Prepare letters of authority for signing.
The business values itself on being a welcoming, supportive and encouraging environment with long-established team members on hand to ensure you settle in quickly.
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