Senior Administrator

2 days ago


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

Wealth Management Administrator Role

Artemis Recruitment Consultants Ltd is seeking a highly skilled Wealth Management Administrator to join their team in Epsom, Surrey. As a key member of the team, you will be responsible for preparing and packaging financial planning reports, obtaining policy information, and maintaining accurate client records.

Key Responsibilities:

  1. Prepare and package financial planning reports for Financial Planners and clients.
  2. Obtain policy information, documents, factsheets, illustrations, and product comparison quotes from relevant sources.
  3. Maintain accurate client information and record client interactions on the back office system.
  4. Assist with annual review process of existing clients.
  5. Support company projects as required.

Requirements:

  • Experience working with Microsoft Office products (Word, Excel, Outlook, PowerPoint) or similar tools.
  • Excellent organisational skills, flexible approach, and proactive attitude.
  • Previous experience in financial services industry.
  • Knowledge of Financial Services Industry.

Salary Information: The salary for this role is estimated at £22,500 - £30,000 per annum, based on location and industry standards.



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