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Administrator - Wealth Management
Job Posted: 2 hours ago
Salary: £ 28,000 - 34,000 / Annum
Job Type: Permanent
Location: Farnham
Expire in: a month
Job Description
An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support their clients and advisers. Ideally, you’ll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.
The role will assist with submitting all new business applications to providers, monitoring progress, and auditing documents from the adviser to ensure they meet compliance requirements.
This position requires strong communication and relationship building skills as you’ll work with clients to ensure a first-class journey and liaise with providers and trustees to ensure the smooth progress of applications.
This is an office-based role working 7 hours a day Monday to Friday, and there is some flex on the start time.
The Administrator will have:
Strong attention to detail and up to date systems skills
Professional written and verbal communication skills
The ability to adhere to administrative systems, policies, and procedures
Keenness to actively learn and complete training to satisfy compliance requirements and improve personal knowledge.This international business is expanding and offers potential for career growth in this exciting area of Wealth Management. If you're looking to work in a friendly, dynamic team where you can build on your financial services experience please applyBefore You Apply
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