Wealth Management Administrator

Posted 10 January by Jenson Fisher Consulting Ltd
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Based in the beautiful City of Bath, my client provides holistic financial planning and wealth management advice to clients both locally, and more widely throughout the whole of the UK. They are looking for a dynamic administrator with a basic understanding/experience of/within the Wealth Management industry.

Role

  • Producing concise and detailed valuations for regular review meetings
  • Fulfilling general queries from clients such as withdrawal requests, income requests and adhoc valuation requests
  • Being the first point of contact on the main phoneline into the office
  • Supporting the paraplanners by contacting providers to obtain any necessary information
  • This is an amazing opportunity for the right candidate to join a fast paced successful and growing advisory practice, with scope for progression and career development.

Experience

  • Experience within a financial adviser environment desirable
  • Experience of Microsoft Office essential
  • Excellent time and self-management skills
  • Ability to prioritise workload
  • Ability to work effectively both on your own and within a team

Perks

  • Full time 37.5 hours a week
  • £18,000 - £25,000 pro rata per annum, depending upon qualifications and experience
  • Free parking space
  • PMI after 6 month probationary period
  • 3% + 3% pension after 6 month probationary period

Required skills

  • Administrative Support
  • Financial Planning
  • Holistic Financial Planning
  • Wealth Management

Reference: 37001793

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