Wealth Administrator

Wealth Administrator Salary: Up to 40,000 per annum, depending on experience Location: Aldershot Hours: Full-time Job Type: Permanent The Role The Wealth Administrator role will include the following responsibilities: Providing comprehensive administrative support to financial advisers and wealth managers. Preparing, processing and maintaining client documentation, including applications, transfers and investment paperwork. Supporting the administration of pensions, ISAs, investments and other wealth management products. Liaising with clients, providers, investment platforms and third-party organisations to obtain information and resolve queries. Monitoring the progress of new business, pension transfers, withdrawals and other client transactions. Maintaining accurate client records and ensuring all information is kept up to date on internal systems. Assisting with the preparation of client review packs, valuations and financial reports. Ensuring all administrative activities comply with relevant regulatory requirements and internal procedures. Managing incoming correspondence, emails and telephone enquiries professionally and efficiently. Working collaboratively with advisers and colleagues to ensure deadlines are met and clients receive an excellent standard of service. The Candidate To be considered for this Wealth Administrator opportunity, our ideal candidate will have: Previous experience within financial services administration, ideally in wealth management, ..... full job details .....