WEALTH PLANNING OPERATIONS ADMINISTRATOR (6 month FTC)
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| Job Type | Contract |
| Area | South West England & Wales, UK |
| Sector | Operations |
| Salary | Up to £25k pro rata + benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | KDL |
| Job Views | 144 |
- Description
- Great opportunity to join a leading Bristol-based global investment house for an experienced administrator with solid wealth planning experience to join the Operations Team on a 6 month contractual basis to cover maternity.
Working as the lynch-pin within Wealth Planning Operations, you will responsible for managing relationships with third party providers and ensuring the administration in connection to their registration is maintained. The role will involve some travel to other offices / new providers.
Duties to include:
- Assist with the onboarding and integration of new clients, interfacing with the rest of the business as required
- Providing support to new, prospective Wealth Planners ensuring Terms of Business are agreed
- Managing user administration for online platform - registering new users to gain access, deleting leavers, amending access where required
- Maintaining list of registered providers and Terms of Business
Applicants will demonstrate recent relevant, operations experience gained within a financial planning environment, with good organisational skills and a high level of accuracy. Strong MS Office skills – particularly Excel are essential to this role.