Our client is offering a wide range of financial services and is looking for a Wealth Administrator to join a dynamic and inclusive team.

As a Wealth Administrator, you will work closely with Financial Planners and Paraplanners, providing exceptional administrative support to ensure the highest level of service for our portfolios of private and corporate clients.

Responsibilities:

• Process and accurately submit various pensions, life assurance, and investment business requirements for new clients.
• Monitor and track the keying in of new business, top-ups, withdrawals, and fund switches.
• Prepare comprehensive annual review packs for client meetings with Planners.
• Answer incoming calls, verifying client identities, and providing assistance.
• Schedule client reviews and send confirmations along with necessary details.
• Obtain necessary illustrations, product literature, and application forms.
• Handle policy changes and update client personal details in coordination with product providers and platforms.
• Respond promptly to client and Planner requests, ensuring timely resolutions.
• Process Letters of Authority (LOAs) and monitor their progress.
• Demonstrate fairness in client interactions and identify vulnerable clients.

Qualifications and Requirements:

• No specific qualifications required.
• Preferred experience in areas such as Platforms, Pensions, Investments, Protection, and Corporate Schemes.
• Strong attention to detail and focus on delivering high-quality work.
• Proactive and enthusiastic approach to tasks.
• Excellent organisational and customer care skills.

Westin Par values diversity and promotes equality.

No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010.

Candidates must be eligible to live and work in the UK.

For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies, we are acting as an Employment Agency

Due to the high volume of applicants applying for all roles, we can only reply to candidates with the most relevant skills and experience.

If you have not heard back from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

Do not hesitate to contact us about this or any other roles.