Wealth Management PA

Zoek Pin Bath, Bath and North East Somerset, England

22000.0000 - 25000.0000

Permanent (Full time)

Posted 33 days ago

Benefits:

  • 25 days annual leave, increasing with service
  • Annual Leave buy and sell scheme
  • 4 x Life Assurance
  • Company Pension Scheme or Salary Sacrifice
  • PMI
  • Cash Plan
  • Group Income Protection
  • Dress down Fridays
  • Charity fundraising events
  • Social Clubs
  • Work from home 3 days a week

About the company:

An Independent Financial Advisers based in Bath are hiring for a Wealth Management Administrator. They have a strong focus on creating a high performing, fun and supportive culture.

Duties:

  • Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries.
  • Ensure all iO Lead and Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner’s requirements.
  • Collate and pre-populate New Business / Servicing forms and application packs. Function: Wealth Management Reports to: Client Service Manager Line Reports: None Purpose of Role: To deliver comprehensive support to Financial Planner(s) whilst delivering excellent service to the businesses customers and colleagues
  • Process all new business ensuring all transactions are tracked through to accurate and timely completion.
  • Create and update client platform account records.
  • Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries.
  • Issue progress reports to customers at regular intervals when dealing with lengthy transactions.
  • Produce and issue client fee invoices.
  • Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out . topping up of cash accounts/checking cash invested correctly

What is required:

  • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint.
  • Previous experience within a PA position.
  • Previous experience working within a wealth management or professional services business.
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