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Unlock Your Potential in Wealth Management: Financial Administrator Opportunity
Perks: Excellent Benefits & Career Progression
Are you ready to take your career to the next level in the wealth management industry? This is a rare opportunity to join a forward-thinking and rapidly growing wealth management firm as a Financial Administrator. This role isn’t just about supporting the team - it’s about becoming a key player in delivering exceptional client service and playing a pivotal role in the firm's success.
Why Apply?
As a Financial Administrator, you'll be at the heart of the client journey. You will provide invaluable pre-meeting support to ensure advisors are fully prepared and equipped to deliver top-notch advice. This role is the perfect stepping stone for someone looking to build a career in financial services and wealth management, with direct exposure to high-profile clients and the chance to learn from experienced advisors.
Not only will you be enhancing your professional skill set, but you'll also enjoy excellent opportunities for career progression in a supportive environment that values growth and development. Plus, with a competitive salary and comprehensive benefits package, you’ll be well-rewarded for your hard work.
Key Responsibilities:
- Client Information Management: Keep client records up-to-date, ensuring accuracy and completeness in our CRM system. You'll gather, verify, and maintain key client documents, which are essential for decision-making.
- Meeting Preparation: Prepare comprehensive client review packs, including investment summaries, portfolio reports, and policy details. Liaise with financial providers to obtain up-to-date valuations and documentation.
- Compliance & Documentation: Help ensure all necessary compliance checks and documentation are in place before meetings, giving our team the foundation for successful client interactions.
- Coordination & Support: Schedule meetings, send confirmation emails, and work closely with advisors to create tailored agendas that address all client concerns, ensuring meetings run smoothly and effectively.
What We’re Looking For:
- Strong organisational skills and a meticulous attention to detail.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Previous experience in financial services or an administration role is beneficial but not essential - what’s most important is your passion for helping clients and your commitment to professional growth.
If you’re eager to make an impact and take on a rewarding role in wealth management, this is the opportunity you’ve been waiting for. We’re looking for someone who’s driven, organised, and ready to take the next step in their career.
Ready to Join a Growing Team?Send your CV and contact Laura at Financial Divisions to discuss how this exciting role can be the next big step in your career.
This is a chance to become part of a dynamic team in an innovative wealth management firm that puts client success at the forefront.
Don’t miss out - apply today!
