We are currently recruiting for a Wealth Management firm based near Girton who are looking to recruit a Wealth Management Administrator to join their team. They are looking for someone with experience working within Wealth Management/Financial Services. They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.

Job Purpose:

To provide administration support to the Directors, Financial Planners and Client Relationship Managers.

Main Duties:

• Provide administration support for a bank of clients as identified by the Client Administration Team Leader (CATL).
• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keep the relevant individuals and/or clients updated, as and when required.
• Ensure the back-office systems and client records are maintained and accurate at all times.
• Adhere to the company handbook at all times.
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).

Personal Specification

Skill:

• Ability to work using your own initiative.
• Problem-solving and decision-making abilities.
• Excellent verbal and written communication skills.
• Analytical skills and a good eye for detail.
• Confident in liaising with colleagues and external providers.
• Planning and organisation skills.
• Proficient in MS Office systems.
• Experience of working with Adviser Office. Desirable
• Experience of working with Curo. Desirable

Experience:

• Experience of working in a busy and dynamic office environment.
• Experiencing of managing a busy and varied workload.
• Experience in working to deadlines with changing priorities.
• Experience of working in an client administration role.
  Experience of working in Financial Services.

Personal Quality:

• Self motivated and pro-active.
• Ability to cope under pressure.
• Ability and willingness to maintain a professional standard.
• Good work ethic.

Qualifications & Training

• Willingness to complete relevant training and obtain qualifications for the current role and future development.
• Achieve and maintain a level of competence as required by the business.
• Regular review of own training needs.
• CII R01 Financial Services – Regulation and Ethics. Desirable