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Wealth Management Administrator
Salary Area Job Ref Consultant Sector
£18,000 - £28,000 dep on exp Leicestershire AL751 Angela Liscombe Financial Services Administration

Description

Wealth Management Administrator

Leicester (ref AL751)

Salary dependant on experience and professional qualifications attained

 

My client is a well established and prestigious wealth management organisation based on the outskirts of Leicester.  Due to continued growth they are looking to appoint a Wealth Management Administrator to join their existing team.

The Role

Providing support to the 2 advisors and the Office Manager

Updating fact find information onto the IT system

Completing Suitability Reports

Processing new business

Processing pension transfers

Providing marketing support

Preparing documentation required for client meetings

Client servicing

The Person

Works accurately and efficiently

Has previous experience within pensions or wealth management environment

Ambitious and keen to develop knowledge further

CII qualifications an advantage although not essential

Willing to undertake professional qualifications

 

 

If this role is of interest, then please apply with an up to date CV to Angela Liscombe at North Oak Recruitment.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.