Head of Wealth Administration

Job Title: Head of Wealth Administration

Location: Stoke-on-Trent

Salary: £80,000

The Company:

The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful approach is highlighted by their outstanding client retention rate.

With over 1 billion Assets Under Management this company is really taking a positive step within the wealth management space and is an excellent time for someone looking to join an expanding business.

They are looking for an enthusiastic, hardworking team leader who can work as part of the Senior Management team. You will over see the day to day running of the pensions and investment administration team to provide seamless support to their busy advice team and supporting junior members of staff.

The company offer fantastic benefits including option for share schemes, additional bonuses and development opportunities.

The Required Skills:

• At least 5 years of management experience in a similar position
• Excellent understanding of SIPP’s
• Pension qualifications such as FA2 (pensions Administration)
• Excellent knowledge of both Pensions and Investments
• Proficient using Microsoft Office and other back office systems (intelligent Office desirable)
• Strong management skills and the ability to support Junior members of staff

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

INDSAM