JJ SEARCH LIMITED
Financial Services Administrator , Wealth Management
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The Company:
Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation - with a regional office based in Blackpool.
The Role:
This is a fantastic opportunity for an individual who has some office Administration or Client Services Administration experience who is keen to pursue a client administrative role within the Financial Services sector - a Wealth Management company.
The Financial Services Administrator role will suit a highly process driven individual with 1-3 years’ experience in Team Administration, (this can be from Asset Management, Private Wealth, Investment Banking, Professional Services, Insurance). Some experience working with client systems would be useful.
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The Financial Services Administrator will provide a high level of administrative support to a team of Wealth Planners and their clients, preparing new account paperwork and Letters of Authority for signing.
The Financial Services Administrator will manage the team diary, room bookings, outlook invitations and invitations to client events.
The Financial Services Administrator will manage Client queries and attend client meetings on occasion to take notes and follow up on actions.
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The Financial Services Administrator will also have the opportunity to learn the client systems including Xplan and Voyant.
The Candidate:
- 1-2 years’ minimum experience within a similar Administration or Client Admin support role - any industry.
- A real interest to work in the wealth management sector.
- Excellent attention to detail, and capable of working to fixed deadlines in a fast-paced environment.
- Well-developed interpersonal skills, and team player
- Proficient in IT Skills and competent in the use of MS Office software
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