Wealth Management Administrator
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Are you an Administrator with exposure to the Wealth Management industry?
I am looking for someone highly organised who have proven skills in this area!
About Our Client
Our client is a Bristol-based Financial Services company who require people with proven knowledge of Wealth Management gained from previous roles.
Job Description
The key responsibilities of a Wealth Management Administrator are:
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Effectively manage your own caseload, including queries or escalations to you by other team members, colleagues across the group or external clients/advisers in accordance with target service levels and agreed timescales and in line with all relevant regulatory requirements.
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Be responsible for improving ways of working, driving efficiency in processes, whilst ensuring you meet the required quality standards.
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Build effective and collaborative relationships across the team, department and organisation.
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Work across the business to promote yours and your team's brand, creating positive and collaborative relationships.
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Acquire, expand and retain sound product knowledge of relevant company products and awareness of their attributes and rules.
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Responsible for following risk and compliance policies and procedures.
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Where ever possible find solutions that prevent the risk from becoming repeat incidences through process improvement.
The Successful Applicant
Does being a Wealth Management Administrator sound good so far? Well then, what do we need from you?
- A background in a wealth management company/role
- Exposure to an administrative role
- Ideally a good knowledge of a number of key technical areas: CASS requirements, with good awareness of current legislation & regulatory changes.
- Be a highly organised and proactive person, able to prioritise your own workload.
- Be committed the the industry long term and be seeking a career in this area.
What's on Offer
So for all of that, what can we offer you?
- A role in a well-regarded financial services company
- £23k-£25k per annum
- Bristol based location
- A permanent position, with room to develop your skills and progress!
If being a Wealth Management Administrator sounds good to you, please apply now!