Wealth Support Administrator (MHA Tait Walker)

Gosforth

MHA Tait Walker Wealth Management

Job Description

We are looking for the right candidate to join our Wealth Management team as a Wealth Support Administrator (Apprentice).


The Role


The role will be to provide suitable technical support to the team and take overall responsibility for the administrative process, whilst operating at all times within the compliance and internal procedures of the firm. Other duties include:


  • Administration, such as photocopying, answering telephones, maintaining the filing system and sorting post

  • Effective communication with product providers

  • Assist the Advisers with their diaries and time management

  • Liaising and working closely with dedicated Para-Planners

  • Data input to the back office systems

  • Set up client files and ensure checklists are completed accurately

  • Issuing policy documents and correspond with providers

  • Preparation of portfolio valuations

  • Chasing work through to completion

  • Maintaining case schedules in a timely manner

  • Understanding and apply all aspects of the firms approach to treating customers fairly


Desired skills


  • Attention to detail

  • Excellent communication skills both verbal and written

  • Organised

  • Good I.T. skills including Word, Excel and e-mail


Personal qualities


  • Friendly, outgoing and confident to speak to customers face to face and over the phone

  • To work under own initiative and prioritise work effectively

  • Enthusiastic

  • Willing to learn and develop



Desired qualifications


Please note this is a 12 month fixed term contract.



Contact


If you are interested, and would like to apply for this role, please send your CV and covering letter to jointheteam@taitwalker.co.uk.