Administrative Support in Wealth Management
1 week ago
Administrative Support Opportunity in Wealth Management:
We are seeking a highly organised and motivated individual to join our team as a Wealth Management Administrator. The successful candidate will be responsible for providing administrative support to our Financial Planners and their clients.
About the Role:
This is an exciting opportunity to join Artemis Recruitment Consultants Ltd as a Wealth Management Administrator. The successful candidate will be responsible for preparing and packaging financial planning reports for Financial Planners and their clients.
Key Responsibilities:
- Prepare and package financial planning reports for Financial Planners and their clients.
- Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources.
- Maintain accurate client information and record client interaction on the back office system.
- Assist with the annual review process of existing clients.
- Provide administrative support on company projects as and when required.
Requirements:
- Previous experience of working within financial services.
- Experience of working in a small to medium sized financial services environment.
- Knowledge of Financial Services Industry.
- Excellent organisational skills and ability to work under pressure.
Salary: £50,000 - £70,000 per annum
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