Financial Services Administrator , Wealth Management , Harrogate

34 Days Old

TheCompany:
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation.
TheRole:
ThisisafantasticopportunityforanindividualwhohassomeWealthPlanningAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany.ArecentgraduatewhocandemonstrateaninterestinWealthManagementwouldalsobeconsidered.
TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning.
TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions.
TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.
TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.
TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOffice
TheCandidate:
1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices.
ORarecentgraduateinterestedtoworkwithWealthPlanning.
Arealinteresttoworkinthewealthmanagementsector.
Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.
Well-developedinterpersonalskills,andteamplayer
ProficientinITSkillsandcompetentintheuseofMSOfficesoftware

TPBN1_UKTJ
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Location:
Harrogate
Salary:
£28,000
Job Type:
FullTime
Category:
Finance

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