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Administrator - Wealth Management

Posted 13 March by NJR Recruitment Easy Apply Ended

An exciting opportunity is available to work for our Client, an established and award winning firm of Chartered Wealth Planners who are currently experiencing exciting growth plans.

Working from modern and state of the art offices based just outside of Wilmslow, an experienced Administrator is required to provide support to a team of Technical Paraplanners and Financial Consultants.

Joining an extremely busy and demanding team, the successful candidate will be responsible for;

  • Processing new and existing business applications
  • Creating Client Valuations
  • Creating Illustrations
  • Preparnig pre-meeting documentation for the Consultants
  • Producing written correspondence
  • Assisting with any research on behalf of Paraplanners

To apply for the role candidates MUST offer previous experience working as an Administrator within Financial Services. Working knowledge of back office systems and Provider Platforms is essential. You will thrive working in a busy team environment and take pride in tyou output of work.

It goes without saying that candidates will have the ability to demonstrate fantastic communication skills across all levels. You will be a smart and professional individual with a strong work ethic and professional business manner.

Reference: 34672336

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