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Administrator - Wealth Management

4 months ago

Market Harborough, United Kingdom Sovereign Wealth Full time

We are looking for an Administrator / Client Relationship Manager to join our Market Harborough office on a permanent basis. The role will include providing administrative support to both our Wealth Manager and our clients.

**About Us**

We are dynamic wealth management firm that offer holistic Financial Advice to both individuals and businesses. We consistently work to improve processes, make use of the newest technology and provide the best possible service to our clients - that's why we have tripled in size in the last two years.

You’ll join a passionate, high-performing team, who pride themselves on innovation and integrity. We have an outstanding reputation with clients, and an incredible work ethic among our team.

**THE ROLE**

You’ll play a crucial part in providing administration and basic paraplanning support to our existing Paraplanners and Chartered Wealth Managers. This includes but is not limited to:

- Maintaining accurate client information on Salesforce - our CRM system
- Preparing client meeting packs and sign up forms
- Chasing new business pipeline transactions ensuring they are completed smoothly and speedily
- Processing new business, completing fund withdrawals and other transactions
- Working alongside the technical paraplanning team
- Help the advisers prepare for client meetings as required ensuring all necessary documentation is available to them and recorded appropriately

**WHO YOU ARE**
- You'll have experience working in administration, preferably within a Financial Services firm
- Previous St James's Place experience would be strongly advantageous
- You'll have excellent attention to detail and proof-reading skills
- You'll have intermediate level Microsoft Suite - Outlook, Office, Word and Excel
- You’ll be confident communicating with clients and 3rd party providers
- You'll have excellent communication, organisational, and time management skills
- You’ll have a strong desire for professional and personal development - and want to be held accountable
- You’ll thrive off working in a fast-paced environment and be itching to advance your career
- You’ll welcome candid feedback in order to enhance your progression

**WHAT YOU GET**
- A strong bonus structure - to reward hard work
- Flexi-hours
- Exam support
- New, modern offices to help you do your best work

If you we sound like a great fit please send your CV and covering letter below.

**Job Types**: Full-time, Permanent

**Salary**: Up to £25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Flexitime
- On-site parking

Schedule:

- 8 hour shift
- Flexitime

Supplemental pay types:

- Bonus scheme

Work Location: One location

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