Wealth Management Support

Posted 14 November by Switch Recruitment

Our client, a multi award winning employee benefits and wealth management organisation, currently require a Wealth Management Support / Financial Services Administrator to join their growing team on an initial contract basis.

You will help support our client undertake an audit of their client bank and work closely with key internal stakeholders and external product providers to ensure their proposition is aligned to customer expectations. This will include reviewing each client, recording the level of anticipated fee income to be received in accordance with the client specific proposition, and take remedial action to recover lost fee income.

Candidate need to have previous experience of working within financial services / a financial advisory practice. Key experience would be familiarity with Adviser Office with a good level of understanding of pension and investment products and solid general administrative experience.

Reference: 33791697

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