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Client Administrator (Wealth Management)

NELSON SCOTT RECRUITMENT SERVICES
Posted 23 days ago, valid for 24 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • We are looking for a Client Administrator to join our Financial Planning team, responsible for providing administrative support to Financial Planners and building client relationships.
  • Candidates should have proven experience in the wealth management industry and familiarity with high-net-worth clients and financial products.
  • The role offers personal and professional growth opportunities, including access to a structured training program and collaboration with experienced Investment Managers and Financial Advisers.
  • This is a hybrid position requiring three days in the office per week after the probation period.
  • The salary for this position is competitive, and candidates should have a minimum of two years of relevant experience.

What will you be doing?

We’re seeking an ambitious individual to join our Financial Planning team, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What’s in it for me?

As a Client Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

This is a hybrid working role with a requirement to be in the office 3 days per week after probation.

As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.

• To build relationships with clients and maintain regular contact.

• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.

• Preparation of meeting packs and valuations (as required)

• Assist investment managers in the preparation of new business pitches and presentations

• Maintain back-office systems and client records in line with the company policies.

Qualifications

Skills and Experience

To be successful in this role, you should

• Proven experience working in wealth management industry

• Experience of providing support to Financial Advisors throughout end to end process

• Experience of dealing with HNW clients

• Knowledge of financial products i.e. ISAs, Pensions, GIA, Offshore and Onshore bonds etc

• Strong (verbal and written) communication skills with an ability to build relationships

• The ability to fully plan workload and display excellent organisational skills.

• Ability to use judgement and reasoning to propose solutions to problems.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.