We are looking for a Wealth Administrator to join us in our West End office. If you feel this role would suit your skills and experience, we would be delighted to hear from you.
Job Summary :
Providing a robust administration function to the wealth management team in an efficient and timely manner.
Assisting in the account opening process including pre-populating forms
Submission of new business to administration teams and monitoring transfer of assets
Updating True Potential database including fact find input
Processing of payments and liaising with operations department
Requesting documents and illustrations from providers
Scanning and sending out documents and correspondence
Preparing meeting packs and valuations for client appointments and review meetings
Liaising with other departments
Ensuring completed files are compliant
Assisting with diary management
General ad hoc admin duties
Efficient handling of letters, telephone calls and faxes, handling of email traffic and dealing pro-actively with all other items of incoming and outgoing correspondence.
Working to deadlines and service level agreements
This list is not exclusive and there may be additional duties to perform.
Core Role Requirements :
Developing knowledge of Wealth Management, the wider business offering and the Financial Services sector.
Supports business development through correct application of client processes and procedures.
Assists team members as required and works effectively with colleagues.
Able to prioritise workload and identify when support is needed to achieve goals.
May be studying towards a relevant Level 3 qualification
Attributes / Skills :
Accuracy, numeracy, attention to detail
Clear and concise communication skills oral and written
Ability to meet deadlines / work within restricted timescales
Flexible and reliable team member
Ability to work on own initiative to achieve required results
Collaborative and inclusive approach to work
Demonstrates the Brewin Dolphin Values of Genuine, Expert and Ambitious