Wealth Management Support Specialist
4 days ago
Artemis Recruitment Consultants Ltd is seeking an experienced Administrative Assistant to support its financial services clients in Burgess Hill.
Main responsibilities include providing administrative support for financial advisers and mortgage advisers, building strong client relationships.
- Key Responsibilities:
- Prepare accurate client portfolio valuations from various investment sources.
- Handle all new business applications, updating client databases and daybooks.
- Maintain compliance requirements for new business cases.
- Requirements:
- Previous experience in the financial services industry, preferably in wealth management.
- Proficient in IT, numerate, and literate with some understanding of administrative processes.
- Exceptional communication and organisational skills.
- Skilled in MS Office, including Excel, Word, Outlook, and Teams.
This is a part-time role, ideal for 3 days a week, based in their office.
Salary: Estimated salary: £20,000 - £25,000 per annum, dependent on experience.
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