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Administrator - Data Project
1 month ago
Type of Position: Wealth Management Administrator - Epsom
Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey,
Prepare and package financial planning reports for the Financial Planners and their clients
Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
Maintain accurate client information and record client interaction on the back office system
Assist with the annual review process of existing clients
Any additional ad-hoc requests and support on company projects as and when required
Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
Excellent organisational skills, flexible and proactive approach to getting the job done.
Previous experience of working within financial services
Experience of working in a small to medium sized financial services environment
Knowledge of Financial Services Industry
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