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Financial Administrator Assistant

2 months ago

Surrey, United Kingdom Oval Recruit Ltd. Full time £30,000 - £35,000
Private Client Wealth Administrator Opportunity

We are seeking an experienced Private Client Wealth Administrator to join our team in Surrey. As a key member of our Private Client team, you will be responsible for providing administrative support to our Private Client Directors and ensuring the smooth operation of our client services.

Key Responsibilities:
  • Assist with client meetings, including setting up and arranging documentation
  • Maintain accurate client data across all systems
  • Take dealing instructions from clients and Directors
  • Liaise with back office staff and client servicing team to ensure best practice
  • Contribute to relevant projects and business initiatives within the Private Client team
Requirements:
  • At least 2 years' experience in a similar Private Client Investment, Financial Planning or Wealth Management organisation
  • Experience of working with investment/wealth/financial planning products
  • Good educational background, ideally with Financial Planning and/or Investment qualifications

We offer an excellent base salary and package to the successful candidate.