Wealth Administrator

Cavendish Maine Recruitment
Bath, UK
18 Sep 2019
02 Oct 2019
Contract Type
Full Time
About the Company:

A national wealth manager that brings together financial planning and investment management to ensure that clients achieve their financial goals and are well protected into their retirement.

Employing specialist teams to cater to both private and corporate clients, their team are highly qualified professionals, award winning with chartered status.

Job Description:

The daily role involves providing administration support to the operations team. On a daily basis, you will prepare and package financial planning reports for the financial planners to send to clients.

You will get involved with preparing client letters and assist with the completion of application/ instruction forms and fact finds.

Another responsibility will be to obtain policy information and record client interaction, assist with the onboarding of clients and ensure that client files are compliant.

Key Skills/Experience Required:

Previous experience in a similar role would be preferred. They would ideally like someone from a wealth management/ financial planning company that has experience of liaising with financial planners, clients and providers.

The role holder will need 'Microsoft Office' skills, including Word and Excel.

The role holder will also need strong communication skills, an excellent telephone manner, accurate planning and organisational skills and have a good attention to detail.

Salary/Benefits Information:

The salary on offer is £18,000 - £25,000 dependent on qualifications and previous experience. The benefits include 25 days holiday + bank holidays (a buy and sell scheme available), Life assurance, GPP, Income Protection, PMI and Cash Plan, discounted gym membership.

Contact: Louise Sheppard

Reference: LS/22222

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.

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