Job Description
What will you do?
Communicate with Financial Advisers and clients, providing support with administration duties.
Preparation and processing of all new client documentation and amendments.
Monitor transfers of assets/cash from other institutions.
Support ISA subscriptions and transfers.
Processing of payments clients.
Liaise with colleagues within Business Support regarding administration of client accounts.
Ensure client details and reviews are recorded correctly on systems.
General record keeping and electronic filing.
Adhering to Conduct Risk standards.
What do you need to succeed?
Must-have
Previous administration experience.
Intermediate knowledge of Microsoft packages.
Willing to work to obtain qualifications relevant to the role.
Good attention to detail.
The ability to meet deadlines and work within restricted timescales.
Nice-to-have
Previous administration experience within financial services.
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Communicate with Financial Advisers and clients, providing support with administration duties.
Preparation and processing of all new client documentation and amendments.
Monitor transfers of assets/cash from other institutions.
Support ISA subscriptions and transfers.
Processing of payments clients.
Liaise with colleagues within Business Support regarding administration of client accounts.
Ensure client details and reviews are recorded correctly on systems.
General record keeping and electronic filing.
Adhering to Conduct Risk standards.
What do you need to succeed?
Must-have
Previous administration experience.
Intermediate knowledge of Microsoft packages.
Willing to work to obtain qualifications relevant to the role.
Good attention to detail.
The ability to meet deadlines and work within restricted timescales.
Nice-to-have
Previous administration experience within financial services.
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Administrator position is now open for candidates interested in the Bank Jobs sector. This role in Leeds offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.