Administrator - Europe London, England
Skybound Wealth Management
Full Time
London, England
35250 - 39247 GBP ANNUAL Today
Job description
Working as part of the Skybound Wealth European team and based in either our Central London or Sheffield office, you will assist Financial Planners with a range of tasks such as; arranging client review meetings, preparation of written advice reports and provide technical research and general support.
This role presents a fantastic opportunity for someone with some existing experience or knowledge of the finance industry who is looking to develop a career in wealth management.
Key Responsibilities:
- Develop and maintain effective relationships with colleagues and clients.
- Contact clients to arrange review meetings
- Prepare suitability reports appropriate to level of experience and under relevant supervision.
- Ensure all relevant compliance paperwork has been carried out.
- Carry out technical research as part of the existing arrangement review process.
- Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
- Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
- Discuss client objectives with the relevant Financial Planner, identifying necessary client information in order to prepare the necessary suitability check.
- Accurately and efficiently support the Financial Planning team to enable the achievement of targets and meet client expectations.
- Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
- Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.
- Keep advisers updated with progress and liaise with them to expedite completion of advice.
Skills and Qualifications:
- Excellent standard of education with a desire to further develop and to undertake relevant examinations.
- Proficient IT skills in core Microsoft Office systems.
- Organisation and prioritisation skills.
- Excellent verbal and written communication skills with an eye for detail.
