Wealth Management Administrator

2 weeks ago


Liverpool, United Kingdom Marshall Moore Full time

**Do you have experience in Financial Services?**

**Do you want to study towards professional qualifications?**

**If so this is the perfect role for you We are currently recruiting for a Wealth Management Administrator to join a reputable firm in Liverpool City Centre. The role is based in central offices and offers a friendly working environment alongsidean excellent benefits package including life assurance.**

**Role responsibilities for the Wealth Management Administrator**:

- Managing client documents
- Update information on CRM systems
- Produce investment reports
- Send client letters

**Role requirements for the **Wealth Management Administrator**:

- Experience in Financial Services
- High level of accuracy and communication skills
- Ability to prioritise workloads
- Good working knowledge of Microsoft Office
- Willingness to study towards relevant qualifications



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