Financial Services Administrator
other jobs Ferguson Dean Limited
Added before 3 Days
- England,North West,Merseyside,Liverpool
- Full Time, Permanent
- £28,000 - £33,000 per annum
Job Description:
A leading national Consultancy practice are looking to recruit a Wealth Administrator to join their team. Working in a team of five you will be reporting directly to the regional Operations Manager. You will assist the paraplanning and compliance teams as required. Full study support will be provided and the firm are keen on moving people internally to other roles, showing the potential for professional development.
Duties will include
*Undertaking full administrative duties as required
*Liaising with external stakeholders and providers.
*Undertaking account opening.
*Chasing commissions and documents as required.
*Assisting paraplanners with research and report writing as required.
*Attending meetings as needed.
In return you will receive competitive salary, bonus, benefits package and full study support.
Duties will include
*Undertaking full administrative duties as required
*Liaising with external stakeholders and providers.
*Undertaking account opening.
*Chasing commissions and documents as required.
*Assisting paraplanners with research and report writing as required.
*Attending meetings as needed.
In return you will receive competitive salary, bonus, benefits package and full study support.
Job number 3687718
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metapel
Company Details:
Ferguson Dean Limited
Company size: 1–4 employees
Industry: Financial Services
With over 15 years experience in the industy, we focus on the Financial Advice sector across the UK. Working with practices from regional businesses ...