Seeking a Wealth Administrator or Senior Wealth Administrator!

The successful applicant will provide administrative support to one or more wealth advisers, providing excellence in client servicing and ensuring records are updated in an accurate and timely manner.

Duties will include: 

• New business processing in a timely and efficient manner, including chasing providers and updating new business data.
• CDD checks and completion of account opening and closing forms, including provider documentation
• Accurately completing CRM system with details of client data, including plans and valuations, ensuring fact find has been completed and documents saved to ensure easy retrieval.
• Ongoing compliance with regulatory requirements, especially monitoring of client data changes e.g. change of address, new business and impact on client profile from a risk perspective
• Reporting complaints, mistakes and oversights and errors or omissions, data protection events in a timely and accurate manner.

For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com