Wealth Management Administrator

The Wealth Management Administrator position centres on preparing and package financial planning reports for the Financial Planners and their clients. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Known job details

• Additional detail: Flexible working options may be available.

Likely focus of the role

• Preparing and package financial planning reports for the Financial Planners and their clients.
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters.
• Liaise with product providers to obtain fees and charges on specific products.

Requirements mentioned

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Ability to consistently deliver within service standards.