Wealth Management Administrator, Liverpool

Published 2022-05-13
Expires 2022-06-13
ID #995872378
Wealth Management Administrator, Liverpool
United Kingdom, Merseyside, Liverpool,
Published May 13, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Wealth management administrator

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Due to a recent acquisition a rapidly growing boutique consultancy are looking to grow their Financial Planning team and are consequently looking for a Technical Administrator to work within their Liverpool offices. Hybrid working is available with 3 days office 2 days home. Working within the paraplanning team the Technical Administrator will be responsible for providing first class technical administration for the advisers & Paraplanners within the PFP team. Main tasks will include, but not limited to: Processing letters of authority, submitting forms and liaising with providers to ensure that accurate overviews of clients existing financial products are compiled. Liaising with paraplanners to provide new business quotations and/or annual review statements for existing clients. Providing client valuations and review packs. Setting up risk profiles for clients. Processing fund switches. Processing new business for all products. Review existing client accounts to ensure all relevant tasks are up to date - for example, cash accounts, income paid, fees/charges paid, death claims. Tax Year end duties - e.g. Bed & ISA. Ensuring back office systems are updated in a timely manner through efficient workflows. Updating additional third party systems - eg Cashflow modeller, FE Analytics Assist with income and commission queries. The ideal candidate should have knowledge and experience of investments, protection and pensions, in particular pension transfers (defined contribution) along with experience of a range of investment platforms and will preferably working towards or has achieved Level 4 Diploma in Financial Planning. In return you will have the ability to move into a Paraplanner or Advisory role - with full training and exam support - should the individual choose to develop their career in that direction.

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    Bruin Financial & Professional Services
    Registered on October 7, 2017


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    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

    Liverpool is a city and metropolitan borough in Merseyside, England. The population in 2019 was approximately 498,042. Liverpool is the ninth-largest English district by population, and the largest in Merseyside and the surrounding region. It lies within the UK's sixth-most populous urban area, and its metropolitan area is the fifth-largest in the UK with a population of 2.24 million.Liverpool is on the eastern side of the Mersey Estuary and historically lay within the ancient hundred of West Derby in North West England's county of Lancashire. It became a borough in 1207 and a city in 1880. In 1889, it became a county borough independent of Lancashire. Its growth as a major port was paralleled by the expansion of the city throughout the Industrial Revolution. Along with general cargo, freight, and raw materials such as coal and cotton, merchants were involved in the slave trade. In the 19th century, Liverpool was a major port of departure for English and Irish emigrants to North America. It was home to both the Cunard and White Star Line, and was the port of registry of the ocean liners RMS Titanic, RMS Lusitania, RMS Queen Mary, and RMS Olympic. Liverpool is ranked at No. 6 on the list of the most visited UK cities. It is noted for its culture, architecture, and transport links. The city is closely associated with the arts, especially music; the popularity of the Beatles, widely regarded as the most influential music group in history, contributed to the city's status as a tourist destination. Since then, Liverpool has continued to produce many notable musical acts and record labels—musicians from Liverpool have produced 56 No. 1 hit singles, more than any other city in the world. Liverpool also has a long-standing reputation as the origin of various actors and actresses, artists, athletes, comedians, journalists, novelists, and poets. The city has the second-highest number of art galleries, national museums, listed buildings, and listed parks in the UK; only the capital, London, has more. The Liverpool Maritime Mercantile City includes the Pier Head, Albert Dock, and William Brown Street. In sports, the city is best known for being the home of Premier League football clubs Liverpool and Everton, with matches between the two being known as the Merseyside derby. The annual Grand National horse race takes place at Aintree Racecourse. Several areas of the city centre were granted World Heritage Site status by UNESCO in 2004, and the city's collection of parks and open spaces has been described as the "most important in the country" by England's Register of Historic Parks and Gardens of Special Historic Interest. Its status as a port city attracted a diverse population from a wide range of cultures, primarily Ireland, Norway, and Wales. It is also home to the oldest black community in the UK and the oldest Chinese community in Europe. Natives of Liverpool (and occasionally longtime residents) are formally referred to as "Liverpudlians" but are more often called "Scousers", a reference to the form of stew made popular by sailors in the city, which also became the most common name for the local accent and dialect. The city celebrated its 800th anniversary in 2007 and was named the 2008 European Capital of Culture, which it shared with the Norwegian city of Stavanger.

    Source: https://en.wikipedia.org/