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Administrator - Wealth Management

Flair for Recruitment
Closing date
14 Jan 2021

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Job Details

Are you a confident Administrator with a background or keen interest in working within financial services? Then this could be the role for you.

Our client, an award-winning wealth management firm is looking for an Administrator to join their talented team in Bristol.

In this role you will:
  • Input financial data
  • Process contracts
  • Develop positive working relationships with clients and team members
  • Ensure accurate recording of client interactions
  • Use your own initiative to resolve complex and unusual queries

About you:
  • You are numerically minded with excellent Excel skills
  • You ideally have experience from working within financial services
  • You have an analytical approach to problem-solving
  • You have experience performing reconciliations

About the firm:
  • A leading provider of personalised investment management
  • A firm that is proud of what they do and how they do it
  • A growing and evolving business which encourages employees to take an active role in that progression

If this role sounds of interest, please contact Joanna at Flair for Recruitment for more information.
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