Wealth Management Administrator
other jobs Artemis Recruitment Consultants Ltd
Added before 7 hours
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £32,000 per annum
Job Description:
Full job descriptionWealth Management AdministratorSalary: £32,000
Location: Hinckley, Leicestershire
Job Type: Full-time, Permanent
Working Pattern: Office-based
We are currently recruiting for an experienced Wealth Management Administrator to join a professional and growing financial planning team in Hinckley.
This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients.
Key Responsibilities*Provide administrative support to Financial Advisers and the wider team.
*Process new business across investments, pensions and protection.
*Prepare client documentation, meeting packs and correspondence.
*Maintain accurate client records and CRM systems.
*Liaise with providers and third parties to progress cases.
*Assist with client reviews and ongoing servicing.
*Process applications, transfers and financial planning documentation.
*Monitor outstanding requirements and ensure cases progress within agreed timescales.
*Handle client queries professionally.
*Ensure all administration is completed accurately and in line with regulatory requirements.
About You*Previous experience within financial services, wealth management or financial planning administration.
*Good knowledge of investments, pensions and/or protection.
*Strong organisational skills and excellent attention to detail.
*Excellent written and verbal communication skills.
*Good Microsoft Office skills.
*Experience using CRM or financial services systems.
*Ability to manage multiple priorities and meet deadlines.
*Proactive, professional and client-focused approach.
*Ability to work effectively as part of a team.
What’s on Offer*£32,000 salary
*Full-time, permanent position
*Office-based role in Hinckley
*Supportive working environment
*Training and development opportunities
*Career progression opportunities
If you are an experienced Financial Services or Wealth Management Administrator looking for your next opportunity in Hinckley, we’d love to hear from you.
Location: Hinckley, Leicestershire
Job Type: Full-time, Permanent
Working Pattern: Office-based
We are currently recruiting for an experienced Wealth Management Administrator to join a professional and growing financial planning team in Hinckley.
This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients.
Key Responsibilities*Provide administrative support to Financial Advisers and the wider team.
*Process new business across investments, pensions and protection.
*Prepare client documentation, meeting packs and correspondence.
*Maintain accurate client records and CRM systems.
*Liaise with providers and third parties to progress cases.
*Assist with client reviews and ongoing servicing.
*Process applications, transfers and financial planning documentation.
*Monitor outstanding requirements and ensure cases progress within agreed timescales.
*Handle client queries professionally.
*Ensure all administration is completed accurately and in line with regulatory requirements.
About You*Previous experience within financial services, wealth management or financial planning administration.
*Good knowledge of investments, pensions and/or protection.
*Strong organisational skills and excellent attention to detail.
*Excellent written and verbal communication skills.
*Good Microsoft Office skills.
*Experience using CRM or financial services systems.
*Ability to manage multiple priorities and meet deadlines.
*Proactive, professional and client-focused approach.
*Ability to work effectively as part of a team.
What’s on Offer*£32,000 salary
*Full-time, permanent position
*Office-based role in Hinckley
*Supportive working environment
*Training and development opportunities
*Career progression opportunities
If you are an experienced Financial Services or Wealth Management Administrator looking for your next opportunity in Hinckley, we’d love to hear from you.
Job number 4130979
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Company Details:
Artemis Recruitment Consultants Ltd
Company size: 5–9 employees
Industry: Recruitment Consultancy
At Artemis Recruitment, we specialise in connecting outstanding talent with leading firms across the financial planning and wealth management industry...