We are recruiting for a Wealth Management Administrator to join our Partner Support Staff (PSS) team at Clearwater Wealth Management.  The role will involve supporting one Financial Adviser / Partner.  We are an established Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.  Please note that whilst previous experience in financial services administration is preferable it is not essential, as full training on all areas shall be provided.

Role Overview

You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.

The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good basic understanding of some form of financial services administration would be advantageous, as would a natural numerical skill.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner – good communication skills are a must.

Either aspiring long term financial services administrators, graduates or those willing to start their career within an administrative support capacity would be particularly suited to this role. Full training will be provided in all administrative area of the role.

Role content:

The role will include, but is not limited to the following responsibilities:

• Pro-active and structured approach to the Adviser’s administration needs, ensuring the efficient smooth running of the back-office support; focus on best client outcomes whilst diligently adhering to regulatory process.
• Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the automated production of suitability letters and seek relevant approvals for business submissions on behalf of the Adviser.
• Become competent and proficient in use of support systems, e.g. Salesforce, My Practice, iBusiness, Voyant, FE Analytics to provide a full client task and client review management process.
• Preparing client meeting packs in advance, using support systems to provide data analysis of clients’ funds and investments.
• Manage Adviser’s Letter of Authority (LOA’s) process; gathering signed client LOAs; liaising with LOA management service to receipt of complete 3rd party provider documentation.
• Ensure that client and business files are accurately maintained and filed/archived in line with compliance regulations.
• Liaising with internal marketing team, as directed by the Financial Adviser.
• Dealing with client queries via telephone, email, face-to-face or in writing as required and directed by the Financial Adviser.
• Maintain the high professional standards required, in line with the culture and values of the business.

Additional information

• Salary: £25-28K depending on experience.
• Role type: Employed role.
• Location: Moorgate, London, EC2V 5DE.
• Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am – 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard.
• Training: Full training shall be provided, including the opportunity to complete Level 4 Diploma in Financial Planning should this be in line with your career goals.
• Holiday: 25 days plus bank holiday paid holiday entitlement.
• Pension: Auto-enrolment pension scheme provided.

To apply for this excellent opportunity or for further information, please apply online.