Administrative Support for Wealth Managers

5 days ago


Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking an Administrative Support for Wealth Managers to join their team in Fareham.

This role offers an excellent opportunity to work with a reputable firm and support the wealth management team with administrative tasks, ensuring the smooth operation of our services.

The ideal candidate will possess a strong understanding of wealth management principles, excellent communication skills, and the ability to work effectively in a team environment.

We offer a competitive salary of £27,000 - £32,000 per annum, depending on experience, along with opportunities for growth and professional development.

Key Responsibilities:

  • Support the wealth management team with administrative tasks, such as data entry and document preparation.
  • Assist with the processing of client transactions, ensuring accuracy and efficiency.
  • Develop and maintain strong relationships with clients, responding to queries and concerns in a professional manner.

Requirements:

  • Relevant experience in a similar role or within the financial services sector.
  • Strong understanding of wealth management principles and practices.
  • Excellent organizational and time management skills.


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