Are you an experienced Administrator ready to embark on a dynamic journey into the world of wealth management? Are you looking for a role where every day brings new connections, opportunities for growth, and the chance to work with high-net-worth families?
You'll find yourself immersed in a steady, structured, and detail-oriented environment, where you can grow, make a difference, and chart your own course to success.
As an integral part of the team, you'll play a crucial role in ensuring the smooth operation of the wealth management processes.
The back office system is owned by you - ensuring the fact-finding, ATR, anti-money laundering checks are up to date and compliant, and navigating the business submission procedures with precision, your attention to detail will be the cornerstone of the teams success.
But it's not just about the tasks at hand, it's about the person behind them. If you're the kind of person who embodies consistency, resilience, and a commitment to excellence, if you handle pressure well, excel in communication and welcome constructive feedback you're exactly who Westminster Wealth are looking for. They need someone that can support them in 'the detail' and 'has a commitment to accuracy'.
Westminster Wealth don't just offer a job, they offer a pathway to professional growth. With a generous starting salary plus bonuses for outstanding performance, there is also the potential for steady progression with lots of support. You can also take advantage of their training and coaching programmes designed to elevate your skills and move your career forward.
The company have a close team that all work well together. They are esteemed colleagues that support and encourage each other. There's no office politics, backstabbing or pettiness.
At Westminster Wealth, they all want each other to win and understand that when they win, the team wins too. The culture there really is special. And they want someone who adds to that.
Located in the heart of London, their vibrant team is fuelled by a culture of accountability and excellence. They help each other work to the highest of standards. They're a team of high performers and are looking for another high performer to add to the mix. Join them in creating meaningful relationships with esteemed clients, guiding them toward their financial goals with confidence and expertise.
Role Spec
- Primarily admin (¾)
- Simple Paraplanning (ü)
Goal for role
- Free up 25% of Paraplanner's time by performing effectively the critical tasks as outlined below.
Critical Tasks
- Fact Find & Attitude to Risk & Anti Money Laundering check created each advice case as per system and ahead of when needed by Paraplanner.
- Send, chase, fetch and review all Letter of Authority information within 2 weeks.
- Complete all delegated actions from Paraplanner & Adviser within 1 day.
- Compile & review daily checks by 09:25 each day for Paraplanner sign off.
- Assemble Green advice files on Intelligent Office to team standard.
Competencies
- Strong attention to detail.
- Clear and effective communication.
- High standard of time management, planning and organisation.
- Strong analytical skills for independent problem solving.
- Ability to handle stress.
It would be advatageous if you have any of the following:
- Annual Review Meeting Prep
- Letter of Authority
- Anti Money Laundering
- Intelligent Office
- Multiple Provider Platforms
- Online Illustration and form production
- Prior Product Knowledge
How to Apply:
If you are interested in this role and would like to learn more our client would love to hear from you! Please attach an up to date copy of your CV to the link provided and they will be in direct contact.
