Administrator - Wealth Management
My client is a highly regarded Wealth Management organisation who are continuing to grow and have exciting plans for the future. Due to their expansion plans they have an opportunity for a talented Administrator to join their Client Services team. The role involves providing a professional and comprehensive administration service in a fast paced office supporting Advisers and Paraplanners.
Creating and maintaining client records on CRM systems
Preparing letters of authority and obtaining information from external providers.
Processing new business for life, pensions and mortgages
Dealing with client queries and requests
Dealing with all administration duties in a professional manner
The successful candidate will require:
First class communication skills, oral and written
Excellent organisation skills with the ability to work to challenging deadlines
High levels of accuracy
Ability to work effectively as a team or own your own initiative
Progression towards and the desire to complete Diploma qualifications
This is a fantastic opportunity to join a market leading organisation who provide a supportive working environment, a competitive salary and benefits including a discretionary annual bonus based on individual performance.
This job was originally posted as www.totaljobs.com/job/80387194