Wealth Management Administrator

We are currently recruiting for a Financial Planning practice based in Mayfair that are looking for a Wealth Management Administrator to join their team. They are ideally looking for someone with some experience working within Financial Services . They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.

Purpose

Purpose: To provide administration support to the Directors, Financial Planners and Client Relationship Managers.

Main Duties

• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).

• Keep the relevant individuals and/or clients updated, as and when required.

• Ensure the back-office systems and client records are maintained and accurate at all times.

• Adhere to the company handbook at all times.

• Adhere to compliance requirements and procedures as guided by Risk ...