Financial Services Administration
to c£25,000 + benefits
Wealth Management Administrator
Nottingham (our ref AL947)
Salary to £25,000 + benefits
My client is a prestigious Wealth Management Organisation in Nottingham and they now have a requirement for an experienced Wealth Management administrator to join their team.
The ideal candidate will have previous experience in a similar role within either the IFA or Wealth Management arena.
· File preparation for a range of adviser meetings.
· Entering information onto Intelliflo and the Companys 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, although this is not a requirement and should you wish to remain an as Administrator and perfect your art then this is totally acceptable!
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