Wealth Management Administrator - NJR Recruitment : Job Details

An exciting opportunity is available to work for our Client, an established and award winning firm of Chartered Wealth Planners who are currently experiencing exciting growth plans. Working from modern and state of the art offices based just outside of Wilmslow, an experienced Administrator is required to provide support to a team of Technical Paraplanners and Financial Consultants.

To apply for the role candidates with be looking for a 'Career Administrator' opportunity with a super professional and very credible practice. Exams will be fully supported for those who are keen to self-develop.

Joining an extremely busy and demanding team, the successful candidate will be responsible for;

Processing new and existing business applications

Creating Client Valuations

Creating Illustrations

Preparing pre-meeting documentation for the Consultants

Producing written correspondence

Assisting with any research on behalf of Paraplanners

To apply for the role candidates MUST offer previous experience working as an Administrator within Financial Services. Working knowledge of back office systems and Provider Platforms is essential. You will thrive working in a busy team environment and take pride in your output of work.

It goes without saying that candidates will have the ability to demonstrate fantastic communication skills across all levels. You will be a smart and professional individual with a strong work ethic and professional business manner.

NJR 15311