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.
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
Previous experience within financial services / wealth management
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.
- Administrative Support
- Financial Services
- Wealth Management