Wealth Management Administrator

Cambridge, Cambridgeshire
13 May 2019
10 Jun 2019
Contract Type
Full Time

Wealth Management Administrator

Due to continued growth, financial planning and portfolio management firm MM Wealth Ltd is recruiting for the following position: Wealth Management Administrator

To provide administration support to the financial planning team.

  • Provide administration support for a bank of clients.
  • Process new and existing business.
  • Ensure good communication with clients and colleagues. · Ensure the back-office systems and client records are maintained.
  • Be a team player. In addition to the above duties, the senior position will also:
  • Allocate and prioritise workloads for self and team colleagues, communicating deadlines and monitoring progress to ensure KPIs are always met.
  • Provide support and mentoring to members of the team and be proactive in supporting the Client Administration Manager. · Oversee team work for quality and compliance.

Salary offered depends on experience.

We also offer a very competitive full benefits package and bonus scheme.

We are looking for someone who holds the CII RO1 examination or equivalent or willingness to complete within agreed timescale. Ideally the candidate will have financial services experience.

If you wish to find out more about this role and apply please click

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