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Are you a detail-oriented professional with a passion for financial services? A highly regarded Chartered wealth management firm is looking for an experienced Wealth Administrator to join their team, ideally 6-12 months would be needed!
About Company
They take pride in offering personalised wealth management solutions to a diverse client base. The team is known for its expertise, integrity, and dedication to delivering exceptional financial advice and support and a real fun place to work!
The Role
As a Wealth Administrator, you will play a vital role in assisting our advisers and ensuring smooth operations within the firm. Responsibilities include:
- Supporting wealth advisers with client administration and documentation.
- Preparing reports, maintaining records, and handling client correspondence.
- Managing compliance and regulatory requirements in line with financial guidelines.
- Coordinating client meetings and handling queries with professionalism.
- Ensuring the highest standards of accuracy and efficiency in financial administration.
What We’re Looking For
- Experience in wealth management or financial services administration.
- Strong attention to detail and excellent organisational skills.
- Ability to manage multiple tasks while maintaining high standards.
- Proficiency in financial software and Microsoft Office Suite.
- A team player with excellent communication skills and a proactive approach.
Why Join Us?
- Competitive salary and benefits package.
- Full study support and career progression
- A collaborative and supportive team environment.
- Opportunities for professional growth and development.
- Work with a respected firm that values both clients and employees.
If you are looking to advance your career in financial services with a firm that values expertise and dedication, we would love to hear from you.
Apply today and become a part of this great team!
Contact Ursula Sloan at Financial Divisions
