Wealth Management Administrator, Cambridge

GCB Agency Recruitment Ltd
15 Mar 2017
14 Apr 2017
Contract Type
Full Time

This is a great opportunity to work with an expanding IFA, working as a Wealth Management Administrator, a role which can offer fantastic career progression.

My client is looking for an ambitious candidate who is seeking a long-term career in financial services ideally already working towards the CF exams and/or taking Diploma exams. Two years’ previous administrative experience within an IFA is essential.

The main duties of the role will include:

  • Oversee the new business process from quotation and submission of applications through to completion.
  • Addressing all queries and ensuring that the client is kept aware of progress.
  • Ensure that client files are completed to a high standard providing evidence of client transactions.
  • Conduct all research to provide the Financial Planners/CMR’s with relevant information to enable them to prepare for meetings and presentations as required.
  • Prepare quarterly/ad-hoc client valuations accurately by collating information from numerous providers.
  • Address all ad-hoc queries from existing clients and maintain appropriate file notes
  • Proactively review existing clients’ circumstances and provide information to the Financial Planners/CRMs to enable them to address the client’s needs in a timely manner in line with company segmentation policy.

In return my client is offering:

  • Salary up to £22,000 (depending on experience & qualifications)
  • Generous profit related bonus
  • 23 days’ annual leave eventually increasing to 25 days’ annual leave
  • Generous company pension

Working hours are Monday - Friday 9am to 5pm.

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

GCB Agency Recruitment is a specialised Property and Financial Services recruitment company dealing with all property related recruitment across the UK.

We currently offer a wide variety of Property and Financial Services vacancies all across the UK and incorporate overseas locations.

For all your Property and Financial Services needs contact GCB Agency Recruitment.