Financial Services Administrator , Wealth Management , Harrogate

New Today

TheCompany:OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation.TheRole:TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning.TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions.TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOfficeTheCandidate:1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices.ORarecentgraduateinterestedtoworkwithWealthPlanning.Arealinteresttoworkinthewealthmanagementsector.Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.Well-developedinterpersonalskills,andteamplayerProficientinITSkillsandcompetentintheuseofMSOfficesoftwareJBRP1_UKTJ
Apply
Location:
Harrogate
Job Type:
FullTime

We found some similar jobs based on your search