Wealth Management Administrator

16000.00 - 22000.00 GBP Annual + benefits
15 May 2019
12 Jun 2019
Contract Type
Full Time
Wealth Management Administrator
Derby (our ref AL902)
Salary GBP16,000 - GBP22,000 pa + benefits
My client is a Chartered Financial Planning practice offering independent financial and mortgage advice to both private and corporate clients. They now have an exciting new opportunity for an experienced administrator to join their existing team.
Providing administrative support to Senior Administrators and a team of Financial Advisers your role will include:
* Assisting with new business submission
* Utilising various industry and in-house IT systems including Intelligent Office
* Working closely with the Advisers and other administrators to maintain good working relationships
* Assisting with the preparation of client review packs
* Dealing with general enquiries
* Updating client details onto the systems
* General administration to ensure smooth running of the office
The ideal candidate will have previous administration experience within either a wealth management or professional office environment and will have a genuine interest in a career within financial services. Good IT and communication skills are required along with the ability to work accurately and to prioritise workloads in order to meet the required timescales.
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