Administrator - respected Wealth Manager
- Recruiter
- Anonymous
- Location
- Birmingham
- Salary
- 20000.00 - 26000.00 GBP Annual + excellent
- Posted
- 20 Feb 2018
- Closes
- 20 Mar 2018
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Due to continued success and growth our client, an award winning wealth management practice, currently seek a talented and experienced administrator to join their Birmingham office.
Working within the Private Client Team your role will be to support the daily activities of the consultants. Duties will include preparation for client meetings, on-going administration of existing and new client portfolio's, researching products and obtaining quotes. You will also ensure that both process and compliance procedures are adhered to and that new business cases are administered in an efficient and effective manner.
Applicants MUST possess financial services experience, ideally from the Independent sector, and progress towards the CF qualifications would be advantageous. You will be A'level educated as a minimum with outstanding communication and administration skills along with an attentive approach to HNW clients. You will be highly organised and willing to go the extra mile in terms of quality of service.
This is a great opportunity to join a highly respected practice offering support towards professional qualifications, an excellent working environment and a generous remuneration package
Working within the Private Client Team your role will be to support the daily activities of the consultants. Duties will include preparation for client meetings, on-going administration of existing and new client portfolio's, researching products and obtaining quotes. You will also ensure that both process and compliance procedures are adhered to and that new business cases are administered in an efficient and effective manner.
Applicants MUST possess financial services experience, ideally from the Independent sector, and progress towards the CF qualifications would be advantageous. You will be A'level educated as a minimum with outstanding communication and administration skills along with an attentive approach to HNW clients. You will be highly organised and willing to go the extra mile in terms of quality of service.
This is a great opportunity to join a highly respected practice offering support towards professional qualifications, an excellent working environment and a generous remuneration package