Wealth Planning Administrator - Part Time

An Award-Winning firm of Chartered Wealth Planners are seeking an experienced Administrator to join their team on a part-time basis.

You will be providing exceptional quality PA and general administrative support to the Private Client Director of a busy team and daily duties will include;

• Submit new business to providers
• Chase clients for relevant paperwork and information
• Liaise with product providers
• Handle client queries in a professional and timely manner
• valuation production and fund switches, when required
• Organise and diarise meetings on behalf of the Private Client Director
• Ensure all client information (including meeting notes) are accurately maintained on internal systems

The successful candidate will have 3+ years’ experience within the financial services industry, in a relevant administration role and have technical knowledge covering pensions and investments. Experience of using iO or equivalent system will be an advantage.

You will be contracted to 20-hours per week (10 - 2 Monday to Friday) however, it may be necessary to occasionally work outside of these hours in order to meet the demands of client meetings and deadlines.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.