Wealth Office Administrator

4 days ago


Aldershot, United Kingdom Entropy Financial Full time

**JOB VACANCY OPEN UNTIL ADVERT IS REMOVED**
- **Do you have a “CAN-DO” attitude?**
**- Do you like challenges?**
**- Can you solve a problem?**
**- Can you make a difference by joining our team?**

**If it’s a “BIG YES” come and join our team. Please read job description for more detailed information.**

**Office Administrator for Financial Advisor**

Working in a busy Financial Practice that specialises in Wealth management, Pensions, Mortgages and Protection your role will be to provide Administrative support to the Practice Principal under the supervision of the Principal's Senior office administrator.

**Duties include but are not limited to**:

- Pre and Post client meeting administrative support to the Practice Principal.
- Processing business/advice in accordance with procedures, external and internal compliance, regulatory requirements and product rules.
- Maintaining accurate records on paper and electronically, using our client systems.
- Processing client reports and documentation, to meet with service level agreements.
- Developing a knowledge and understanding of our services and products.
- Ensuring all client information is stored securely and conforms to data protection rules at all times.
- General office administration.

**Experience/Skills**:
Previous experience working for an IFA or network is essential and inhouse training will also be given.

You should be a very organised individual with the proven ability to forward plan and priorities workloads.

You must be willing to attend training if required and information days/seminars that may require travelling.

A strong understanding of Microsoft office products including word, excel and outlook is essential.

**Job Type**:Full-time

**Please contact Mandisha or Michael on 01252 325 306 / 07956 392 099 for more information.**

**Job Types**: Full-time, Permanent

**Salary**: Up to £28,000.00 per year

**Benefits**:

- Free parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Aldershot: reliably commute or plan to relocate before starting work (required)

Application question(s):

- How many years of wealth (Pension & Investment) job experience do you have?

Work Location: One location



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