Do you have a background in financial services administration, working within a wealth management practice or platform environment? Can you multi-task, meet deadlines and work with great accuracy and attention to detail?
Juice is delighted to be working with a well- established financial services firm who are keen to add to their steady team. This role could suit someone who is keen to continue a long- term journey within wealth-management to include paraplanning or advising. Could also suit someone keen to consolidate administrative capacity in a new setting.
DAY TO DAY
- Providing efficient admin support to an adviser Acting as a first point of contact for client and provider queries, dealing with 3rd parties efficiently Preparing suitability reports and client correspondence in line with company guidelines
- Organising new business and review packs for adviser meetings
- Processing new business paperwork in a timely manner
- Obtaining valuations, research and quotes on financial products such as protection, pensions and investments
- Processing fund switches Managing client data and ensuring back- office system is up to date
- Keeping on top of diary management to support
WE WOULD LOVE TO SEE:
A background in wealth management and working knowledge of suitability reports and investment administration
Great accuracy and attention to detail
A customer focused approach
AND FOR YOU:
CII support if desired
Private health care
Pension Parking provided
JRBath