Wealth Management Administrator

3 weeks ago

Manchester, United Kingdom Heat Recruitment Ltd Full time

Wealth Management Administrator
Manchester
Up to £35,000 based on experience and qualifications
Monday to Friday

Looking for an opportunity to start your journey in Wealth Management, or simply looking for a move to an established firm who can develop your career further? – This opportunity is one you don’t want to miss

Our client have been established for over 40 years and have supported countless clients over the years with their Wealth and Investment needs. With a team of 20+ now working out of their Manchester office, this Chartered Financial Planning firm are a fantastic environment for a junior or inexperienced wealth admin / paraplanner to develop their knowledge and career.

Overview of Wealth Management Admin Opportunity:

* To provide administrative support for advisers within the IFA Support Team, working closely with the Advisors to ensure the client journey is as seamless as possible

* Preparing suitability reports and advice letters

* Researching products using various systems

* Chasing and documenting all pre-sale admin including the initial quotations

* Work closely as a team, supporting one another with ongoing tasks.

* Attend client meetings if required.

Package / Benefits of Wealth Management Admin Opportunity:

* Up to £35,000 basic salary subject to experience and qualifications (DIP4 qualified individuals will gain a higher basic)

* Study support and financial backing

* 5% Pension contribution

* Bonus scheme

* Above average holiday allowance

Requirements to be considered for the Wealth Management Admin Opportunity:

* Up to £35,000 basic salary subject to experience and qualifications (DIP4 qualified individuals will gain a higher basic)

* Strong telephone and administration ability / experience

* Understanding of Pensions / Investments / Protection

* Ability to commute to the Manchester City Centre office

If you are interested in the opportunity and believe you have the correct skillset to be considered, get in touch with Sam at Heat Recruitment to discuss in more detail.

#LI-SH1

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