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Wealth Management Administrator

Wealth Management Administrator

Posted 9 April by North Oak Recruitment Ltd Ended

Wealth Management Administrator

Nottinghamshire (Our Ref AL830)

Salary £18,000 - £24,000 depending on experience

My client is an established Independent Financial Advisory practice, who deal with both Private and Corporate clients.

They are now looking to appoint a Wealth Management Administrator to join their team, and the role would suit either an individual who has performed this role before and enjoys providing administrative support to Financial Adviser, or an individual who has the previous experience and now wishes to develop their role further and become a paraplanner in the future.

The role:

To provide administrative support to Financial Advisers and Paraplanners

To handle client queries

To liaise with insurance companies

To process new business applications, checking for completeness and compliance

To chase new business through to completion

To produce portfolio valuations

The Person

Previous experience within financial services / wealth management

IT literate

Numerate and Literate

Good communication skills

Able to work accurately and to deadlines

If this role is of interest, please apply with an up to date CV.

Required skills

  • Administrative Support
  • Financial Services
  • Investments
  • Pensions
  • Wealth Management

Reference: 34857698

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