Wealth Management Administrator - Hinckley
Our client is looking for a Wealth Management Administrator to join their team in Hinckley. You will help support an IFA practice, providing first class administration.
Key Responsibilities:
Prepare and package financial planning reports for the Financial Planners and their clientsPreparation of transactional templated client letters, such as letters of authority, change of address and client disengagement lettersLiaise with product providers to obtain fees and charges on specific productsObtain and assist with the completion of application/instruction forms and fact findsObtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sourcesUploading plan statements and other documents to client records following agreed naming conventionsMaintain accurate...