Wealth Planning Assistant

Wealth Planning Assistant

Job Title: Wealth Planning Assistant
Contract Type: Permanent
Location: Market Harborough, Leicestershire
Salary: £24,000 - £32,000
REF: 897325
Contact Name: Sophie Rice
Contact Email:
Job Published: about 1 year ago

Job Description

Fantastic opportunities have arisen with a professional Financial Services provider in Market Harborough. We are looking to recruit experienced Wealth Planning / Pensions & Investment Administrators to provide admin support to their Wealth Management team. Suitable candidates will have a minimum of 2 years Financial administration experience working within a Pensions / Investments organisation.

Duties and responsibilities:

  • Taking calls from clients in relation to transfers, balance enquiries or other general matters to do with the administration of their accounts
  • Taking action on incoming mail and calls relating to client accounts, updating records and client notes, scanning documentation
  • Taking ownership of account opening; account maintenance and account closure processes
  • Assist in the processing tasks associated with transfers and track these through to completion; including the sending of letters of authority to providers and calling for information
  • Prepare client appointment agendas and review packs
  • Conducting research on investment portfolios as directed by Wealth Managers
  • Where appropriate to attend client meetings and take responsibility for note keeping and updating of files
  • Producing routine reports for management in the Branch and Head Office
  • Creating suitability reports and addendums as required for the approval of Wealth Managers
  • Providing back up service for data and when out of the office organising cover for this task
  • Support the Head of Branch operations in the organisation of any seminars or special events
  • In liaison with the front of house, ensure adequate cover is provided to the front desk always to cover for holidays, meetings and lunch breaks
  • Creating appointments for clients / prospective clients as required and detailing associated tasks into outlook diaries
  • Upholding a clear desk at the end of each day and ensuring all client information is secure
  • Carrying out other tasks as directed by your line manager in line with business needs

Skills and experience required:

  • Excellent literacy and numeracy skills
  • Minimum of 2 years Financial Administration experience - Pensions and Investments sector
  • Willingness to learn and the ability to take on board new tasks and processes
  • Computer literacy is essential and you must be proficient in the use of Microsoft Office (Excel, Word and Outlook). Training will be provided for the operation of other systems
  • You will need to be able to communicate effectively and professionally with colleagues at all levels, existing clients and potential new ones. You must have a pleasant, professional and helpful manner
  • You will have a proactive approach to your work; be punctual and well presented

Hours of work:

  • Monday to Friday 8.30am - 5.00pm with 1hour for lunch

Salary and benefits:

  • £24,000 - £32,000 dependent on experience