Wealth Management Administrator
other jobs mbf.
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £36,000 - £42,000 per annum
Job Description:
Wealth Management Administrator – Modern Advisory Firm (Central London)
Salary: £38,000 – £42,000
This modern, forward-thinking advisory firm is looking for a Wealth Management Administrator to join their expanding London team.
The business has invested heavily in systems, processes, and people, making this a great environment for an administrator who enjoys efficiency and structure.
Key elements of the role:
*Admin support across pensions, investments, and ISAs
*Use of modern platforms and CRM systems
*Preparing client documentation and valuations
*Working closely with advisers and paraplanners
Suitable candidates will have:
*Prior experience in a financial planning or wealth management firm
*Strong administrative and organisational skills
*A proactive, professional attitude
Salary: £38,000 – £42,000
This modern, forward-thinking advisory firm is looking for a Wealth Management Administrator to join their expanding London team.
The business has invested heavily in systems, processes, and people, making this a great environment for an administrator who enjoys efficiency and structure.
Key elements of the role:
*Admin support across pensions, investments, and ISAs
*Use of modern platforms and CRM systems
*Preparing client documentation and valuations
*Working closely with advisers and paraplanners
Suitable candidates will have:
*Prior experience in a financial planning or wealth management firm
*Strong administrative and organisational skills
*A proactive, professional attitude
Job number 3387765
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...