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 indus...
Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms