Administration Assistant - Wealth Management

Administration Assistant - Wealth Management

Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so, I want to speak to YOU about this Administration Assistant opportunity!

Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for!

• What’s on offer:

• Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed
• Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities
• Full professional exam support
• Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of wealth management
• Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together.

Your Role:

As a Administration Assistant , you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include:

• Prepare necessary documentation for clients onboarding and new business processing
• Prepare valuations and periodic reviews and related paperwork accurately and timeously.
• Contact Product Providers where necessary to verify holdings, (online, phone, email)
• Update and maintain all client database systems with current client KYC and policy information
• Organise and schedule adviser appointments relating to client suitability reviews.
• Assist with any requests from Clients, Advisers and Investment Managers
• Produce and record all client and firm correspondence relating to clients

Ready to Start Your Career in Wealth Management?

This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you!

To find out more about this opportunity please contact Paula Thornbury

Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.