Wealth Management Administrator

Financial Services Administration

Reference ID

AL950

Category

Financial Services Administration

Salary

to c£25,000 inc benefits

Contact Person

Angela Liscombe

Job description

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

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

 

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