Job Title: Administrator
Contract Type: Permanent
Location: Birmingham
Salary: £15000 - £25000 per annum
Start Date: 2017-09-27
Reference: Birmingham
Contact Name: George Smith
Contact Email:
Job Published: October 05, 2017 08:48

Job Description

Wealth Management Administrator


Up to £25,000

You’re an experienced financial services administrator who is used to supporting Financial Planners, but wants to take the next step…

If your answer to the above is ‘yes’, this opportunity might just be for you.

Our client is a well-respected Financial Planning network, who is looking for the right individual who has the potential to take a more hands-on role than the average administrator.

Working out of the Amersham office you will ideally be a confident, avid administrator who has a genuine desire to do their job to the best of their ability.

The role will require you to:
  • Prepare documentation for the Financial Advisers
  • Completion of Client reports
  • Send prepared investment information / reports to clients
    • Assist in the identification and development of new clients
    • Respond to client administrative  inquiries, face to face, through telecommunications or letter
In order to qualify for the position, you will:
  • 2 Years’ experience in a Financial Services environment
  • Working knowledge of Microsoft Word and Excel packages essential
  • Be Personable with a good telephone manner
  • Desirable knowledge of Model Office
  • Desirable NVQ Level 3 in Business Administration
  • Have excellent organisation skills
 If something has caught your eye and you’d like to learn more, feel free to call George Smith on :

Office: 0113 274 3000

Mobile: 07720535216