Administrator - Maternity Cover

• Maintain an effective diary system for client review meetings.
• Prepare meeting packs for Advisers and ensure all relevant documents are included.
• Record client meeting notes and update systems accordingly.
• Act as a point of contact for clients and handle routine queries.
• Manage stationery stocks and maintain documentation.
• Coordinate client celebration and sympathy cards as required.
• Process change of address requests and death notifications.

• Knowledge of SJP and RWM systems preferred, but not essential
• At least 6 month experience working within a Wealth Management or Financial Advice (restricted or IFA) firm required. 
• Professional telephone manner.
• Ability to work effectively in a team.
• Product and market knowledge desirable.

• Strong communication and collaboration skills.
• Effective planning and organisational abilities.
• Adaptability in a dynamic work environment.

Hybrid role (unless covering PTO) and generous salary up-to £25K depending on experience. 

If you have experience as an Administrator within wealth management and are looking for a new role, we encourage you to apply for this exciting opportunity.