wealth management support

Cranleigh Personnel

Wealth Planning AdministratorBased ShaftesburyHours 9am-5pmSalary up to £30000Are you a Wealth Planning Administrator Looking for your next challenge?Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?Or are you feeling like your career isn't developing enough?If so, we have the opportunity for you .The company:Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department teamThey are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.Although growing, they have been very conscious to keep the 'family feel' of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.The role:This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner. They offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.Please note due to the rural location you will need to be a driver.They operate 5 days in the office working week.So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.

Wealth Planning Administrator

Financial Divisions

Financial Planning/Wealth ManagementOffice-based with FlexibilityBenefits: 25 days holiday + bank holidays, Private Medical Insurance, Life Assurance, Pension, Income ReplacementAn independent, nationwide Financial Planning firm who take pride in our client-centric approach, ensuring that every client receives thoughtful, tailored, and professional financial guidance.The RoleYou will play a key role in ensuring the smooth delivery of advice and support services to our valued clients. Our environment is busy and fast-paced, so you'll need to be adaptable, detail-oriented, and a natural communicator who thrives in a team setting.Key ResponsibilitiesProvide excellent service to clients via phone, email, and video.Support Financial Planners with client meetings, including preparing complex meeting packs and managing diaries.Liaise with providers, process client instructions, and handle enquiries efficiently.Maintain accurate and up-to-date client records and documentation.Collaborate closely with paraplanners and other internal teams to deliver high-quality Financial Planning advice.Greet and assist clients/visitors in the office when required.About you:Proven experience in a Financial Planning support or administration role within financial services.Strong knowledge of MS Office (Word, Excel, Teams, SharePoint).Experience using Intelligent Office (IO) software.Excellent organisational skills and attention to detail.Strong numeracy and communication skills.Ability to work to tight deadlines with minimal supervision.Joining this business means being part of a forward-thinking firm that values collaboration, development, and excellence. You'll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your well being.CV to Jim at Financial Divisions

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Barclays

<div>Step into the role of Senior Analyst, where you&rsquo;ll take responsibility for client service and operational execution task. You must take responsibility for controlling risk and enhancing controls in connection to your job and areas of responsibility in accordance with rules and regulations. You must follow well defined procedures that may require a range of job routines and make judgement based on practice and previous experience. 
You may be assessed on key critical skills relevant for success in role such as:<ul><li>
Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution.</li><li>
Managing complete Trade lifecycle with execution, clearance, settlement and resolution.</li><li>
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.</li><li>
Check work of colleagues within team to meet internal and stakeholder requirements.</li><li>
Provide specialist advice and support pertaining to own work area.</li><li>
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.</li><li>
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.</li><li>
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.</li><li>
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.</li><li>
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.</li></ul>
Desirable Skillsets:<ul><li>
Excellent communication skills.</li><li>
Equity, fund settlements, capital markets, investment banking and record keeping.</li><li>
Settlement's Process Knowledge - Pre-Matching, Fails Management &amp; Reconciliation.</li><li>
Product Knowledge - Derivatives, Equities, Fixed Income &amp; Mutual Funds.</li></ul>
You may be assessed on key essential skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based out of Chennai.

Purpose of the role
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Accountabilities<ul><li>
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.</li><li>
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.</li><li>
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.</li><li>
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.</li><li>
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.</li><li>
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.</li><li>
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.</li><li>
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.</li></ul>
Analyst Expectations<ul><li>
To meet the needs of stakeholders/ customers through specialist advice and support</li><li>
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles.</li><li>
Likely to have responsibility for specific processes within a team</li><li>
They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources.</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li><li>
OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team.</li><li>
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.</li><li>
Check work of colleagues within team to meet internal and stakeholder requirements.</li><li>
Provide specialist advice and support pertaining to own work area.</li><li>
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li><li>
Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.</li><li>
Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.</li><li>
Make judgements based on practise and previous experience.</li><li>
Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.</li><li>
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.</li><li>
Build relationships with stakeholders/ customers to identify and address their needs.</li></ul>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Senior Analyst

Search 10000+ Wealth management support jobs near you this January. New roles added regularly across leading industries. Apply today.

10000 wealth management support jobs NEAR_ME

Wealth Planning Administrator

Wealth Planning Administrator

Wealth Planning Administrator

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Senior Analyst