Wealth Management Administrator
Job description
This Wealth Management Administrator role is focused on ensure the back-office systems and client records are maintained and accurate at all times. It would suit someone who can bring strong professional approach to the role.
Where ownership sits
They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale. We are currently recruiting for a Financial Planning practice based in Mayfair that are looking for a Wealth Management Administrator to join their team.
What the role carries
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). Adhere to the company handbook at all times.
What helps the work land well
Strong professional approach.
What the role depends on
- Keeping the relevant individuals and/or clients updated, as and when required.
- CII R01 Financial Services -Regulation and Ethics.
- Experience of working in an client administration role.
Practical details
- Additional detail: Training or development support may be provided.
Job details
- Benefits mentioned: Training
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