Wealth Admin Specialist: Client & Diary Manager

Perspective Financial Group Ltd; Molesey; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company based in East Molesey seeks a Financial Administrator to provide high-quality administrative support. You will manage client queries regarding pensions, investments, and protection, ensuring compliance and effective processes are followed. The ideal candidate will have excellent interpersonal skills, knowledge of office software, and experience in a Financial Planning firm. This role offers competitive benefits, including 25 days holiday, a birthday day off, and a life assurance scheme.

Benefits

25 days holiday plus Bank Holidays

Birthday Day Off

Life Assurance

Pension

Corporate Eyecare

Electric Car Scheme

Shopping discounts

Qualifications

• Experience in a Financial Planning firm is essential.
• Motivated, friendly, and professional demeanor is a must.
• Ability to learn and adapt to new tools and processes.

Responsibilities

• Perform day-to-day administration of Wealth Management.
• Manage client correspondence, both written and verbal.
• Process new business applications and prepare client review packs.
• Arrange client meetings and manage the adviser's diary.

Skills

Knowledge of IO and Platform

Business correspondence

IT and office software proficiency

Management and prioritizing workloads

Planning and organizational skills

Analytical skills

Excellent communication skills

Team player

Tools

Microsoft Teams

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A financial services company based in East Molesey seeks a Financial Administrator to provide high-quality administrative support. You will manage client queries regarding pensions, investments, and protection, ensuring compliance and effective processes are followed. The ideal candidate will have excellent interpersonal skills, knowledge of office software, and experience in a Financial Planning firm. This role offers competitive benefits, including 25 days holiday, a birthday day off, and a life assurance scheme.