Wealth Management Administrator

Wealth Management Administrator, Permanent, Wolverhampton/Shifnal area, Full-time, £25,000 - £27,000 per annum

Are you looking for a new Administrator role? I have a fantastic new opportunity based in Wolverhampton/Shifnal that might be of interest to you. It is a permanent vacancy which requires a candidate to have experience within Wealth Management.
Wealth Management Administrator£25,000 - £27,000Wolverhampton basedOffice based (no hybrid)Full time and permanent
Job details:To provide full administrative support to advisors, clients and other customers. To answer queries and complete tasks.
Day to day duties:

Booking appointment for clients

Completing pre-meeting administrative tasks and sending out welcome packs

Log all client calls and queries into an internal CRM system

Ensure protocols are followed, including FCA, GDPR

Inputting client data into an internal system

Create and send out business documents

Provide administrative support to the paraplanning team

Manage an inbox

Provide cover in other departments where needed

Essential skills and experience:

IT IS ESSENTIAL that you have experience working within wealth management

Excellent administration and data entry skills

Ability to adhere to GDPR and FCA regulations

Customer service skills and professionalism via phone and email

Full UK Driving License

Educated to GCSE is essential

Educated to A Level or Degree is preferred

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