Wealth Management Support Specialist

7 hours ago


Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a dedicated Wealth Management Support Specialist to join our team based in Burgess Hill. This part-time role requires 3 days a week in the office, ideally with experience in the financial services sector and IT skills.

Job Description:

This role involves providing administrative support to financial and mortgage advisers, as well as building and maintaining strong relationships with clients. The ideal candidate will have previous experience in wealth management or mortgages and be proficient in MS Office.

Responsibilities:
  • Produce client portfolio valuations and quotations.
  • Process new business applications and maintain records.
  • Generate Letters of Authority and other documents.
  • Ensure compliance and weekly chase new business cases.

Benefits:

  • A competitive estimated salary of £28,000 - £32,000 per annum.
  • The opportunity to develop your skills and career in the financial services sector.


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