PA / Wealth Administrator

Financial Services Administration

Reference ID

AL916

Category

Financial Services Administration

Salary

to £25,000 + benefits

Contact Person

Angela Liscombe

Job description

PA - Wealth Management Administrator

Derby (our Ref AL916)

Salary £22,000 - £25,000 plus benefits

Our client is a forward thinking, expanding chartered wealth management organisation and they have an exciting new opportunity for an individual who has previously worked within wealth management to join their vibrant team.

Responsibilities:

To provide PA duties to 2 Senior Partners who will be retiring at the end of 2019

To assist with the smooth handover of all clients to the 3 new employed advisers who will be looking after the clients on an ongoing basis

PA role to the 3 employed advisers (all Chartered) on an ongoing basis

Day to day duties:

Role to include:

Preparing review

Preparing new business

Within pensions, calculating drawdown and processing accordingly

All administration involved with looking after a large client base with over 100million Funds Under Management

Reporting to the Managing Director and working as part of an overall team of 13 Administrators and Paraplanners supporting 19 Advisers

Required skills and experience:

Previous experience within wealth management or financial services

Knowledge of pensions and investments

IT literate

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

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