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Junior Wealth Management Administrator
BrightonSource: WhatJobs
£27,000–£30,000
About the role
An exciting opportunity has arisen for a Junior Wealth Management Administrator to join a small, boutique-style financial advisory practice based in Brighton. The business provides financial advice to local and national clients across pensions, investments, tax planning and protection, and has built a loyal client base over 12 years of organic growth. Working closely with the Financial Adviser and two owner-Directors, you will provide a broad range of administrative and client support.
Key responsibilities
Welcome clients ahead of meetings with the Financial Adviser
Manage the Adviser's diary, including arranging and coordinating client appointments
Prepare client Welcome Packs and Review Packs
Input and maintain accurate client information on the firm's back-office and CRM systems
Obtain online quotations and illustrations from product providers
Prepare and issue Letters of Authority and process applications, fund switches and withdrawal requests
Draft basic suitability reports for reviews, fund switches and straightforward investment and pension advice
Liaise professionally with clients, product providers and other contacts by telephone and email
About you
Previous experience in an administration or PA role within a Financial Advice, IFA or Wealth Management business - essential
Good knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint
Excellent face-to-face, telephone and written communication skills
Strong organisational and time-management abilities, with excellent attention to detail
A proactive, self-motivated and positive approach to work
What's on offer
£27,000-£30,000 basic salary, depending on experience, plus pension
Full-time, permanent position, office-based in Brighton
Opportunity to work within a small, friendly and established financial advisory practice
Broad exposure to wealth management and financial planning, with direct support from experienced Financial Advisers and business owners
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