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Administrator, Written Enquiries

  • Job reference DST/TP/57366/11661
  • Job type Full Time
  • Sector Administration and Operations, Wealth Management/Investment Platforms
  • Location Chelmsford
This vacancy has now expired.

The role of a Written Enquiries associate is to investigate, resolve and provide a bespoke response to partners, client's and IFA's, by telephone, email or written communication regarding our Unit Trust and ISA products.

The team work closely with most business areas within WMI, including Platform Dealing, CRM and Finance Teams, meaning we have strict deadlines to ensure SLA's are met. The team act as a hub for all business areas, utilising a specialised matrix to assist each business area in providing a consistent, professional service to the client.

  • Grade - Senior Associate (S2/I)


  • Reference salary based on experience and in line with the ACE salary progression scheme
  • 20 Days holiday (increasing by 1 day for every year's service up to a maximum of 25 days)
  • 9% pension scheme (6% non-contributory & 3% self contribution)
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme

Main Responsibilities

The Written Enquiries Team is an excellent starting point in the financial administration world, as they are required to have a broad understanding of all financial matters, whether it is dealing, client money, deceased accounts or commission queries.

  • All associates are required to be competent in a variety of areas across the business and build professional internal and external relationships
  • You will develop a high level of understanding of client money rules and internal procedures, along with good verbal and written skills, as well as a high level of attention to detail
  • you will be provided with side by side training over a 4-6 week period, ensuring knowledge and skills are at the desired level before processing solo

Ideal Candidate

  • Strong written and interpersonal skills
  • Excellent analytical skills
  • Good personal organisational skills
  • Excellent Communication skills
  • Intermediary knowledge of EXCEL and WORD
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