Wealth Management Administrator
4 weeks ago
**Job Title**: Wealth Management Administrator
**Industry**: Financial Planning
**Location**:Saffron Walden
**Salary**: £30,000 - £33,000
**Job Reference**:7516
Recruit UK is working on an excellent opportunity for a Wealth Management Administrator in London.
Our client are a committed and successful wealth management firm who provide holistic financial planning who client across South East England. As their client base continues to grow, they are looking to expand their back office team. You will be part of the Operations Team and will be supported with growth.
Duties will include but not limited to:
- Monthly cash reports
- Remuneration reconciliation
- Dealing with death claims, power of attorney, trust cases
- New business
- Arranging client meetings and gather meeting packs
- Meeting and greeting clients, liaising with them and answering queries
- Back office maintenance
**Benefits**:
- Competitive salary of up to £33,000
- Excellent benefits package including pension, DIS etc
- Hybrid working
- Career progression
- Training and professional development
**Skills and experience required**:
- Experience working in Wealth Management, ideally 3+ years
- Level 3 qualification or working towards, ideal
- Ability to work as an individual and as part of a team
**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Wealth Management Administrator
**Salary**: £30,000.00-£33,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Sick pay
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in Saffron Walden
Reference ID: 7516
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