Wealth Administrator

SUMMARY:
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.

POSITION INFO:

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.

Responsibilities:

• Information gathering via the Astute system for the Para-Planners and Private Wealth Managers
• Chase takeovers and send to providers and get confirmation that it is done
• Send the Provider Code Application forms for new Private Wealth Managers to providers for them to obtain codes and chase
• Sort, arrange and share client documentation
• Ensuring that documentation on Prime System is kept up to date
• Pipeline Chasing
• Ensure that the New Business Register is kept up to date
• Ensure that cases are chased/updated every 3 days
• Liaise with PWM and Para-Planners to obtain outstanding requirements (if needed)
• Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
• Escalate cases to the New Business Manager if no movement or progression is made on a case

Requirements:

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.