Required Skills
Financial Services Experience
IFA/Wealth Management Administration
Client Relationship Management
Database Management
Process Administration
Communication Skills
Attention to Detail
Organisation Skills
Team Collaboration
Job Summary
A leading Wealth Management Company in Leamington Spa, part of a larger group, seeks an experienced Senior Administrator. The firm offers an excellent working environment with a positive culture that promotes personal development, work-life balance initiatives, and an attractive profit share scheme.
Experience
ESSENTIAL: Previous financial services experience, specifically within a Wealth Management or IFA environment. The ideal candidate will demonstrate excellent communication skills, strong work ethic, and a positive, enthusiastic approach to work.
Job Responsibilities
- Prepare comprehensive client meeting packs, notes and action schedules
- Process new business whilst adhering to company procedures
- Generate client valuations and support Paraplanning team with documentation
- Maintain professional client relationships and resolve queries
- Process fund switches and maintain up-to-date client records
- Coordinate client reviews and ensure consultant preparation
- Assist with diary management and meeting organisation
- Manage and maintain accurate client database
- Work collaboratively within the team to achieve objectives
- Pursue professional qualifications and technical knowledge development
Job Benefits
- Profit Share Scheme
- Work-Life Balance Initiatives
- Supportive Office Environment
- Professional Development Opportunities
- Career Progression
- Professional Qualification Support
- Part of Larger Financial Group
- Competitive Salary Package
- Personal Growth Opportunities
Desired Skills
Financial Services Qualifications
Investment Product Knowledge
Client Service Experience
Technical System Proficiency
Problem-Solving Abilities
Project Management Skills
Industry Software Knowledge
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