Administrator - Wealth Management

Financial Services Administration

Reference ID

AL862

Category

Financial Services Administration

Salary

£22,000 - £25,000 + benefits

Contact Person

Angela liscombe

Job description

My client is an established Wealth Management Organisation and due to internal promotion, they now have a requirement for an experienced administrator to join their team.

The ideal candidate will have previous experience in a similar role.

Main duties:

  • File preparation for a range of adviser meetings.
  • Entering information onto Intelliflo and the Company's back office system
  • Suitability report writing
  • Business processing
  • General administration including client contact.

This company has a track record of promoting administrators to paraplanning roles so this would suit somebody who wishes to develop their career further within the industry. Equally, it would suit a career administrator.

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