Client Administrator - Wealth Planning

Posted 12 September by NJR Recruitment Ending soon

An exciting opportunity is available to work for our Client, a reputable and well known firm of Wealth Managers based in a prestigious location of South Cheshire.

Working from modern and state of the art offices in the beautiful village of Hale, a experienced Administrator is required to provide support to a team of highly technical Paraplanners and Financial Consultants. Joining a busy and demanding team, the successful candidate will work alongside an additional Administrator carrying out a busy and demanding role. Daily duties will consist of;

  • Processing new and existing business
  • Carrying out financial planning administration
  • Producing written correspondence
  • Research on behalf of Paraplanners
  • Preparing daily figures / data for production meetings

To apply for the role candidates MUST offer previous experience working as an Administrator within Financial Services. Ideally you will have working knowledge of 1st software. It is essential that candidates thrive working in a busy team environment and take pride in their 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: 33291468

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