Client Services Administrator - Wealth Management

Posted 10 January by JohnstonGreer

Client Services Administrator - Wealth Management

£18,000 starting salary

Wealth Management Administrator required by this highly successful firm of Wealth Managers that provide advice to HNW Private Clients across Investments, Retirement Planning, Tax and Wealth Planning. The business continues to grow and is a leading brand within the Private Wealth arena and is now seeking an experienced Financial Service individual.

As a Wealth Management Administrator, you will be responsible for the preparation of clients documents (reports and Investment information) ahead of client meetings with Wealth Managers/Paraplanners, undertake office duties such as filing, post, stock and order systems, liaise with Providers, support all new and existing business relationships whilst maintaining client database.

To be successful you must have advisor support experience within a Financial Planning, Wealth Management or Investment environment plus excellent administration and communication skills. Ideally looking for a high degree of numeracy skills (University level). The firm offers a full range of benefits which includes pension.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Advisor
  • Financial Planning
  • Wealth Management
  • Sales Support
  • IFA Administrator

Application question

Are you an experienced in Financial Services/IFA Support?

Reference: 37001403

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