Full job descriptionWe are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team.


Responsibilities:
*Providing administration and planning support to Financial Planners and a professional service to new and existing clients
*Undertake client valuations and preparing documentation ahead of client reviews
*Liaising with insurers / providers for new business quotations and updating software accordingly
*Ensuring all client records are kept up to stand and all relevant checks etc are completed


Experience:
*Candidates need to have demonstrable experience of working within wealth management / financial services administration
*Ideally you will hold some professional qualifications, although this is not essential.
*You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally.
*You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks.


In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.