Senior Administrator
4 days ago
How do you fast-track your career from Administrator to Practice Manager? This is how
If you’re already working in an administrative capacity, either in an operational role, in client services or as a Personal Assistant / Executive Assistant in the Wealth Management industry, get in touch today.
This role is already structured to take you from an Administrator role into a Senior Management position, with potential for Directorship in the future.
The company are a small but ambitious Independent Financial Planning business with serious but sustainable growth plans and they’re looking for someone to help lead that growth.
Initially, you’ll be supporting a Financial Planner, across all functions of the comprehensive Advice service that the business provides, including diary management, coordination of correspondence, compliance checking and preparation for and follow from, consultation meetings.
You will be working within Wealth Management now or have done recently, or within an associated Financial Services organisation, with any previous exposure to St James’ Place systems and protocols being distinct advantage.
You will be an excellent organiser, expert multi-tasker and adept at multiple IT systems both for the operational side and client service side of a Financial Services business.
This is a great opportunity to join a successful and sociable team with big plans.
**Job Types**: Full-time, Permanent
**Salary**: £24,000.00-£26,000.00 per year
**Benefits**:
- On-site parking
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Stockport: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Wealth Management: 2 years (required)
Reference ID: Senior Administrator
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