Are you interested in working for a rapidly evolving company?; Currently studying towards your qualification but want to get further experience and exposure?; Want to be supported by a learning and development team as you grow?
Azets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.
Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.
Role description
The opportunity:
We are looking for an experienced Wealth Management Administrator to join our team.
Working as part of the support team, you will need to provide high quality and accurate support to Financial Planner and Paraplanners.
Day to day duties:
- Ensure the back-office system is maintained with current client personal details and compliance information
- Liaise with product providers regarding policy details, obtain illustrations for new requests and deal with any existing policy queries
- Prepare letters to clients re new business confirmation, general updates and requesting information.
- Ensure new business applications are processed and tracked to completion, recording details of all transactions on computer records (Intelligent Office) accurately and timeously
- Produce client valuations accurately and timeously, along with the appropriate review letters
- Dealing with alterations to existing plans, including fund switches, changes to withdrawals, changes to death benefits nominations, online instructions for purchases/sales
- Requesting plan information to collate for Paraplanners and Advisers and updating the back office system
- Running task system to ensure work is tracked to completion while following processes and procedures
- Assist in general office administration, scanning and savings documents to record storage
- Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly
- Dealing with incoming and outgoing mail
Skills & Behaviours
What are we looking for?
- Several years’ experience of working within an Independent Financial Adviser practice
- The desire to reach diploma status with our support (though not essential)
- Strong organisational and planning skills
- Strong IT skills, MS Office, MS Teams, Excel and Outlook
- Experience of Intelligent Office preferable, but not essential
- Proficiency & experience with a variety of providers and investment providers
- Strong understanding of financial products, investment vehicles, and wealth management processes
- Excellent communication and interpersonal skills
- Detail-oriented with strong organisational and problem-solving abilities
- Ability to work effectively in a fast-paced, dynamic environment
Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK
Interested in hearing more about Life at Azets
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Job Reference: AZ04098
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