Wealth Management Administrator

Financial Services Administration

Reference ID

AL947

Category

Financial Services Administration

Salary

to c£25,000 + benefits

Contact Person

Angela Liscombe

Job description

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.

Main duties:

·        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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