Job Details
Wealth Management Administrator
Sector:Financial Services
Region : Greater London
Location: London
Salary: £20,000 - £30,000
Job Ref.: AS292FA
Job Information
Are you an experienced Wealth Management Administrator?Are you looking for an established and dynamic company to progress your career with?
Are you looking for a buzzing office in vibrant Central London?
My client is currently recruiting for an experienced administrator to join their team. This Top 100 UK IFA is opening it`s doors to new talent and I want to hear from YOU if you are considering progressing your career in Financial Services.
What they can offer you
• Up to £30k basic salary
• Annual bonus
• Progression and development
• A varied and interesting role
• Contributory pension scheme
• Group Medical Insurance, Death in Service, Health Insurance, Critical Illness, Medicash Scheme
• Season ticket loan
What you will be doing
• Dealing with client and provider enquiries
• Arranging meetings
• Preparing for meetings
• Valuations
• Preparing applications
• Inputting new business proposals
• Fund Switches
• Maintaining records
• Following compliance procedures
• Typing up adviser dictation
• Full administrative support to Financial Adviser
You will have
• Experience supporting a financial adviser within an IFA business
• Strong interpersonal skills and a professional manner
• Good time management
• Ability to work on your own and as part of a team
• High level of attention to detail
My client is interviewing now so don`t hesitate to apply!