Key Responsibilities

• Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platforms
• Prepare new business documentation and ensure accurate processing of completed applications
• Handle portfolio changes, switches, and updates efficiently
• Compile reports and performance statements for clients and advisors
• Oversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channel
• Assist with Wills and Estates processes, including drafting of wills, document storage, collation, and administration
• Coordinate deceased estates between Head Office and clients, ensuring a smooth and professional process
• Work closely with internal teams and Head Office, utilising relevant systems and software

Requirements

• Solid experience within the wealth management or financial services industry
• ...