Wealth Management Administrator

NJR Recruitment
10 Jan 2018
09 Feb 2018
Contract Type
Full Time

Wealth Management Administrator

Location: Manchester

Salary: £25,000

NJR Recruitment are working exclusively with a market leading Wealth Management consultancy who have a key presence in the market throughout the UK.Having built up and maintained an excellent reputation within the market place, they now have a newly created opportunity for a Wealth Management Administrator to join their growing team.

Based in Manchester office you will be working as part of a team to enable the Wealth Planners to maintain a portfolio of clients. This will be a very busy and varied working in a fast paced team environment where daily duties will consist of;

·Liaising with policy providers

·Obtaining policy illustrations

·Processing new business applications and tracking to completion

·Handling client enquiries

·Providing quotes and general administration support to the IFA's

·Overseeing and chasing up transfers, new accounts, etc.

·Providing general assistance regarding account opening and administration to the wider private banking team.

·Preparing and sending quarterly investment reports

·Dealing with post, scanning and filing

·Diary management and arranging meetings

It is essential that those applying offer the following experience; Requirements

·Experience in a fast paced Financial Planning Practice is required

·Good literacy and numeracy skills with a high degree of accuracy

·Excellent interpersonal and organisational skills

·Working knowledge of Microsoft Word and Excel packages essential

·Desirable experience in a regulated environment

·Desirable NVQ Level 3 in Business Administration

·Experience with IRESS

Our client is looking for some-one with a can-do attitude, who has the eagerness, passion and drive to succeed in a fast paced, professional environment.

For more information please contact one of our specialist consultants quoting REF: NJR7322

This job was originally posted as www.totaljobs.com/job/79136308