Wealth Management Support Specialist

4 days ago


Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

Aspire Recruitment Solutions is currently seeking a Wealth Management Support Specialist to join our team in Cheshire. This is a fantastic opportunity for an experienced professional to take their career to the next level in the Financial Services industry.

Key Responsibilities
  1. Work closely with advisers and clients to provide administrative support
  2. Liaise with product providers to ensure timely and accurate responses
  3. Send Letters of Authority and gather accurate information
  4. Obtain illustrations and application forms
  5. Production of portfolio valuations
About the Role

We are looking for someone with a minimum of 1 year experience in financial services administration. You should have strong organizational skills and be able to work flexibly in terms of hours and location.

Benefits

This role offers a salary of up to £34,000 depending on experience, plus pension and death in service benefits. You will also receive 25 days holiday per annum (plus Bank Holidays) and the ability to work from home where appropriate.



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