Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
TheCompany:
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedin Blackpool.
TheRole:
ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany.
TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance).Someexperienceworkingwithclientsystemswouldbeuseful.
TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning.
TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.
TheFinancialServicesAdministrator willmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.
TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingXplanandVoyant.
TheCandidate:
1-2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrole-anyindustry.
Arealinteresttoworkinthewealthmanagementsector. xwwtmva
Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.
Well-developedinterpersonalskills,andteamplayer
ProficientinITSkillsandcompetentintheuseofMSOfficesoftware
Please click on the apply button to read the full job description…