New Wealth Administrator

New Wealth Administrator

Location: North London

£25k-£35k (Depending on relevant industry experience)


Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.

Due to the continued success of the firm, they are now requiring a New Wealth Administrator professional to join and strengthen their team.

The successful candidate will have a minimum of two years relevant industry experience with the ability to ensure work is carried out in a compliant manner.


Key tasks and responsibilities:

As a New Business Administrator, you will be assisting with processing and submitting all forms of new business with other duties including:

– Updating and maintaining the back-office system

– Ensuring all new business is processed to completion

– Downloading and saving contract notes to client records

– Liaising with clients to arrange meetings and appointments

– Liaising with Advisers fortnightly with updates on specific cases


This role requires the following skills and attributes:

– Excellent time management skills

– Excellent communication skills

– Understanding of using XPlan

– Good knowledge of Microsoft software eg Excel, Outlook etc

– Excellent attention to detail


Benefits

– Hybrid working

– 25 days holiday 

– Excellent pension scheme

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