Wealth Management Administrator
- Recruiter
- Brook Street
- Location
- Inverness
- Salary
- Competitive
- Posted
- 25 Nov 2021
- Closes
- 26 Nov 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Brook Street are currently working with a client based within the Financial Services to recruit an Administrator on a full-time basis.
Candidates will need to be able to come into the Inverness-based office for initial training and occasional meetings. After training is completed, this will become an agile position, working-from-home 50% of the time.
The role will involve providing administration support to Financial Planners and Paraplanners, liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, and tracking tasks to completion
Requirements:
o Must have an eye for detail as well as excellent verbal and written communication skills - this is essential.
o Previous processing experience would be highly beneficial, ideally within the Financial Services.
o Must be reliable and have excellent time management skills.
o Must be able to effectively work in a team and provide excellent customer service.
Next Steps:
If you wish to discuss the role further or apply please contact Victoria MacDonald on or email
Candidates will need to be able to come into the Inverness-based office for initial training and occasional meetings. After training is completed, this will become an agile position, working-from-home 50% of the time.
The role will involve providing administration support to Financial Planners and Paraplanners, liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, and tracking tasks to completion
Requirements:
o Must have an eye for detail as well as excellent verbal and written communication skills - this is essential.
o Previous processing experience would be highly beneficial, ideally within the Financial Services.
o Must be reliable and have excellent time management skills.
o Must be able to effectively work in a team and provide excellent customer service.
Next Steps:
If you wish to discuss the role further or apply please contact Victoria MacDonald on or email