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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