Administrator

4 weeks ago


Cardiff, United Kingdom MB Fitzgerald Full time

We are working with a very successful Financial Planning/Wealth Management organisation on the outskirts of Cardiff recruit a Financial Services Administrator. The company are highly regarded and have grown substantially over the past few years, they are a boutique business that have a friendly working environment.

They are now seeking to recruit an Administrator who can join one of their growing teams. The role will focus on supporting the overall wealth management team.

Duties include:

- Preparing and issuing client review packs to Advisers in advance of client meetings
- Undertaking analysis
- Opening and handling client post
- Administer Bed and ISA transactions and annual realignment
- Accurately input new enquiry information onto the internal system

To be considered:

- Experience within a Financial Services environment
- Attention to detail & ideally experience using Microsoft products i.e. Excel

This is a great opportunity to join a national organisation who value their staff. You will be provided with full on the job training & support, help with market exams and opportunities to progress. Individuals from a Financial Services background would be preferred or a graduate who is looking to move into the FS industry.


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