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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
Key Responsibilities
- Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
- Prepare new business documentation and ensure accurate processing of completed applications
- Handle portfolio changes, switches, and updates efficiently
- Compile reports and performance statements for clients and advisors
- Oversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channel
- Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration
- Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional process
- Work closely with internal teams and Head Office, utilising relevant systems and software
Requirements
- Solid experience within the wealth management or financial services industry
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