Trainee Wealth Management Administrator

A superb opportunity has arisen to join an established and reputable, dynamic and well established Financial Planning firm as a Trainee Wealth Management Administrator.

The main focus of the role is as follows:

  • Process new business from pre-sales through to policy documentation stage
  • Communicate and liaise with HNW Clients and Product Providers
  • Detail and keep record of all client transactions, (including, but not limited to, client servicing, client trade instructions, generative business)
  • Assist in the preparation of Client Valuations
  • Provide regular reports on business activities and case management to the Directors as required

In order to be considered for this position, suitable applicants must possess the following:

  • Evidence of a genuine interest in Wealth Management.
  • Exposure to a financial services related role
  • top level accuracy and attention to detail
  • Excellent communication skills and the ability work with both clients and various providers
  • Be team orientated and able to work within a close knit team
  • Educated to degree level or equivalent.

In return you can expect a friendly working environment and excellent progression opportunities, as the plans for this position are to move on to more report writing and research functions of a paraplanner.

Apply today for further information!

Required skills

  • Communication Skills
  • Pensions
  • Wealth Management
  • Investment Administration
  • Sales Support

Application questions

Are you educated to degree level or equivalent?
Can you demonstrate previous exposure to a Financial Services related role?

Reference: 34434467

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