Wealth Management Administrator - Bath, Somerset, United Kingdom, BA1
Supporting a leading national FM wealth management company, based in the central Bath.
Our client is based in stunning contemporary offices within a short walk of the bus and railway station.
Duties will include the following -
Proactive admin support to IFA network, typically supporting 3 advisers
Processing new business submissions, using Intelligent Office and product provider platforms
Servicing of existing clients with pre meeting paperwork, portfolio valuations, application forms
Providing excellent service to all clients
Producing and chasing fee paperwork
Monitoring and progressing paperwork
Proactively helping with queries from advisers/colleagues, written and phone queries
Excellent client service within FCA guidelines, full correspondence for advisers
Super role in established team steeped in experience.
Rounded benefits package to include healthcare, pension and medical