Think Specialist Recruitment are pleased to be working with a growing IFA based within the Harrow area. Due to obtaining new business, our client are expanding their team, and looking for an experienced Administrator with previous Wealth Management/IFA support experience. This is a really friendly team with the flexibility for the right candidate to work both remotely and within the offices. 

Salary - £25,000 - £30,000 

Some of the duties will include: 

• Answering telephone calls as part of the wealth management team for incoming enquiries
• Working closely with PA to provide accurate and timely responses to clients
• Dealing with client general queries and all related administration
• Preparing meeting packs for Business Owner, in line with client service proposition
• Calling providers for up to date valuations/contributions/withdrawals for meeting packs
• Updating spreadsheets/checking calculations
• Processing switches & withdrawals, including switch follow up letters
• Liaising closely with Administration Centre to obtain details on client policies, as and when required
• Change of address management and update CRM accordingly
• Assisting clients in registering for online services, supporting PA where appropriate
• Working closely with Paraplanner to ensure all ID is up to date for clients
•  Keeping clients updated on significant stages of their wealth management investment, liaising closely with Paraplanner and PA
• Using the internal intranet system to manage client basic enquiries
• Dealing with incoming post 
• Assisting amongst the team as and when necessary 
  
  

The suitable candidate: 

• Well-presented and professional
• Prior and proven financial services administrative and customer service skills
• Basic understanding of financial products
• Good organisational abilities and to be able to work calmly under pressure
• Good written and verbal communicator
• Good attention to detail
• Proactive and able to work on own initiative
• Enjoys working in a fast-paced environment with a flexible approach to their workload
• Enjoys working as part of a small team

Looking for the next step in your career? Think Specialist Recruitment.

Think Specialist Recruitment is an independent support staff recruitment agency based in Hemel Hempstead and working across the Herts, Beds and Bucks area. We specialise in permanent, temporary and contract recruitment with areas of expertise including: administration, customer service/call centre, PA/secretarial, human resources, accountancy and finance, sales admin/sales support, marketing and IT Helpdesk/IT support.

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