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Wealth Management Administrator

NJR Recruitment
Posted 20 days ago, valid for 6 days
Location

Alderley Edge, Cheshire SK9 7ES, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed 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 to join an established firm of Chartered Wealth Planners located just outside of Wilmslow.
  • The role requires candidates to have previous experience working as an Administrator within Financial Services and knowledge of back office systems and Provider Platforms.
  • The successful candidate will support a team of 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 in this busy and demanding team environment.
  • Salary details were not specified in the job description, but candidates should have relevant experience and a strong work ethic.

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