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Wealth Management Administrator

NJR Recruitment
Posted a day ago, valid for a month
Location

Alderley Edge, Cheshire East SK9, England

Salary

£28,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity is available for an experienced Administrator at a prestigious firm of Chartered Wealth Planners located just outside of Wilmslow.
  • Candidates must have prior experience as an Administrator within Financial Services and a working knowledge of back office systems and Provider Platforms.
  • The role involves supporting Technical Paraplanners and Financial Consultants by processing applications, creating client valuations, and preparing documentation.
  • Exams will be fully supported for those eager to self-develop, and the successful candidate will thrive in a busy team environment.
  • The position offers a competitive salary, although the specific amount is not mentioned, and requires candidates to have relevant experience in the field.

An exciting opportunity is available to work for our Client, an established and award winning firm of Chartered Wealth Planners who are currently experiencing exciting growth plans. Working from modern and state of the art offices based just outside of Wilmslow, an experienced Administrator is required to provide support to a team of Technical Paraplanners and Financial Consultants.

To apply for the role candidates with be looking for a 'Career Administrator' opportunity with a super professional and very credible practice. Exams will be fully supported for those who are keen to self-develop.

Joining an extremely busy and demanding team, the successful candidate will be responsible for;

Processing new and existing business applications

Creating Client Valuations

Creating Illustrations

Preparing pre-meeting documentation for the Consultants

Producing written correspondence

Assisting with any research on behalf of Paraplanners

To apply for the role candidates MUST offer previous experience working as an Administrator within Financial Services. Working knowledge of back office systems and Provider Platforms is essential. You will thrive working in a busy team environment and take pride in your output of work.

It goes without saying that candidates will have the ability to demonstrate fantastic communication skills across all levels. You will be a smart and professional individual with a strong work ethic and professional business manner.

NJR 15311

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.