Job Details
Wealth Management Administrator
Sector:Financial Services
Region : North West England
Location: Altrincham
Salary: £23,000 - £26,000
Job Ref.: 145576
Job Information
Working in partnership with a reputable Wealth Management company I am currently recruiting for a Wealth Management Administrator to join their Altrincham based support team.As a Client Services Administrator you will support the Financial Advisers and Paraplanners with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.
Duties will include but will not be limited to;
• Processing Business
• Valuations
• Quotations
• ISA and Pension Transfers/Switches
• Issuing Letters of Authority
• Preparing and Maintaining Client Files
The successful Client Services Administrator must have either provided similar support within a Wealth Management company.
In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.