Client Administrator – Wealth Management Firm
Milton Keynes - £salary dependent on experience.

An established and well respected Wealth Management firm located in Milton Keynes are looking to recruit a highly organised administrator to join their support team. Working in a team environment you will help provide comprehensive support to the company’s Financial Advisors and clients.
Specifics of the role will include
Onboard and process all new business.
• Prepare client valuations, provide quotations and arrange client portfolios ready for annual review.
• Handle client enquiries, provide excellent customer service and ensure all points raised are processed and actioned.
• Use a variety of platforms to process pension and investment requests including transfers and drawdown.
• Liaise with providers to provide group risk and protection quotes
• Manage client administration including renewal letters, client questionnaires, and client record changes
• Assist advisors with any client queries or administration requests they may have.
• Help manage the overall running of office administration, processes and procedures.
The ideal candidate will have experience of working in a similar role for another financial advisory / wealth management practice and will be comfortable using Microsoft products, back-office systems and platforms.
The company have a strong social office environment and are looking for someone who enjoys working as part of a team and would like to join a friendly office.
For more information, please contact Richard Garbett