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Wealth Management Administrator
Salary Area Job Ref Consultant Sector
c£18k Nottinghamshire AL779 Angela Liscombe Financial Services Administration

Description

Wealth Management Administrator

Mansfield (ref AL779)

Salary circa £18,000 depending on experience

 

My client is a well regarded Wealth Management company, and due to expansion, they are looking to appoint a further financial services administrator to join their team.  This is an exciting role with great future prospects, working in modern, open plan offices.

Day to day, your role will involve:

·         Answering phones

·         Dealing with post

·         Scanning documentation to the CRM system

·         Having a good working relationship with the advisors & paraplanners

·         Requesting & loading valuations from product providers

·         Completing 1st appointment packs for advisors

·         Inputting fact find information to ensure client information is correctly & securely retained

·         Liaising with product providers

·         Providing relevant quotations for advisors

·         Recording fees & commissions received from providers accurately & timely

Skills & experience required:

·         Previous experience within a wealth management / financial services environment

·         Good communication skills, both written and oral

·         IT literate, ideally with experience of ‘Intelligent Office’

If this role is of interest, please apply in confidence, with an up to date CV.

 


 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.