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 Whats App 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 Strong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Moment...