Wealth Management Administrator

Wealth Management Administrator focuses on provide administration support for a bank of clients as identified by the client administration team leader (catl).

What the role involves

• Provide administration support for a bank of clients as identified by the Client Administration Team Leader (CATL).
• Processing new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keeping 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 compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).
• Problem-solving and decision-making abilities.

Skills and requirements

• Willingness to complete relevant training and obtain qualifications for the current role and future development.
• Maintain a level of competence as required by the business.
• Regular review of own training needs.
• CII R01 Financial Services – Regulation and Ethics. Desirable.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through

Additional role context

• They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.