Financial Services Administration
to c£25,000 inc benefits
Wealth Management Administrator
Nottingham Our Ref AL950
Salary to £25,000 per annum dep on experience, inc benefits
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
· 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
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