Wealth Planning Administrator

A great opportunity for an experience administrator to join a growing and dynamic wealth management company based in the City. This role is to start asap with the potential to become permanent.
The successful administrator will be required to provide a high level of administrative support to the Wealth Planning team with specific support provided to the Team Head, Planners, Administration Manager and Paraplanners.

Key Responsibilities:

Maintaining a daily activity diary via Adviser Office
Issue and follow up information requests to life /investment companies in writing and telephone
Issue LOA's to providers and request information
Summarise information into template format for Paraplanners to prepare reports
Client data input and client record maintenance
Internal liaison with Investment Managers
Produce valuations
Prepare annual valuations for client meetings
Maintain Adviser Office database including, fund and scheme updates
General administration tasks including logging post, scanning, printing, archiving
Collation of meeting packs including production of finalised recommendation reports
Maintaining the team stationery supplies including the printing of generic documents
Liaison with providers regarding fee statements
Submit and process new business adhering to compliance requirements
Ad hoc project work

The desired candidate will have previous experience in dealing with new business in depth in a similar role working within Wealth Management, be able to start within 1-2 weeks and commit on an on-going basis with the view to become permanent.

KEYWORDS: Wealth Management/ Administrator/ new business / account manager /admin

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