Wealth Management Coordinator

2 weeks ago


Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Role Summary:

We are seeking an experienced Wealth Management Administrator to join our team in Epsom, Surrey. As a key member of the team, you will be responsible for managing financial planning reports, client data, and administrative tasks.

Job Description:

  • Manage and prepare financial planning reports for planners and clients.
  • Source policy information, documents, and product comparisons.
  • Update client records and maintain accuracy.
  • Support annual reviews and company projects.

Requirements and Qualifications:

  1. Relevant experience in financial services industry.
  2. Proficient in Microsoft Office products.
  3. Strong organisational and communication skills.
  4. Knowledge of Financial Services Industry.

Compensation: This role offers an estimated salary of £24,000 - £32,000 per annum, reflecting local market rates.



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