Wealth Management Administrator

Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits

MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM.

The role:

• The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential)
• Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties.
• For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications

On offer:

• Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus.
• The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, budget is up to around £40,000