Our client, a highly reputable Boutique Wealth Management firm, is looking to develop its Support Team with the appointment of an Administrator to work from its office in Waltham Cross.
A recently established firm, our client has grown rapidly and has continued to go from strength to strength, having recently moved to new offices. It provides independent financial advice to a wide range of private and corporate clients, giving specialist advice in the areas of Personal Injury Trusts, Court of Protection, Retirement Planning, Inheritance Tax Planning, Care Fee Planning and Protection, as well as Investment Management.
You will play a pivotal role in supporting the Financial Planners and Paraplanners, providing an interface between the Client, Consultant and other parties to the transaction. Day to day duties will include the processing and submission of new business and policy tracking, as well as the preparation of client reviews for Advisers’ meetings. You will also be required to obtain quotes, prepare portfolio valuations and schedule all post meeting action points for Advisers. You will maintain up to date product knowledge and be responsible for day to day administrative tasks such as database management and operating client review systems.
Ideally, you will have had some exposure to Financial Services and more specifically, in areas such as investments and pensions, though level of experience is not particularly significant. The role requires you to develop and maintain strong relationships with clients and providers, therefore you must have excellent interpersonal skills and be an effective communicator. Demonstrating a keen eye for detail, you will be highly organised and able to manage a sizeable workload. It is by no means essential that you hold any industry qualifications, though this would obviously strengthen your application.
In return, you will enjoy a highly competitive basic salary, reflective of your experience, along with an extensive range of company benefits. Our client invests heavily in its staff, offering excellent training and career development opportunities.
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