Wealth Management Administrator

Financial Services Administration

Reference ID

AL874

Category

Financial Services Administration

Salary

to £23,000 per annum plus benefits

Contact Person

Angela Liscombe

Job description

Wealth Management Administrator
Nottingham  Our Ref AL874
Salary to £23,000 per annum
 
My client is a growing wealth management organisation in Nottingham and they now have an opportunity for an individual to join their administration team.
 
Providing support to a team of Financial Advisers, you will be involved in:
 
Submitting new business
Updating client details on systems
Dealing with clients on the phone and face to face when they visit the office
Preparing paperwork for Advisors to take on client meetings
Diary management
Stationary management and stock control
 
Attributes
 

Professional and warm telephone manner.

Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship. 

Team player.

Product and market knowledge would be desirable
 
     
If this role is of interest, please apply with an up to date CV.  

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