An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support the Advisers and their clients. To be considered for this role you could be a recent graduate in a relevant subject, or have some current experience supporting in the financial services sector. Training will be provided to the right candidate.
The role will assist in submitting all new business applications to providers, monitoring progress, and auditing documents from the adviser to ensure they meet compliance requirements.
This position requires strong communication and relationship building skills as you’ll work with clients to ensure a first-class journey and liaise with providers and trustees to ensure the smooth progress of applications.
This is an office-based role working 7 hours a day Monday to Friday, and there is some flex on the start time.
The Administrator will have:
*Strong attention to detail and up to date systems skills
*Professional written and verbal communication skills
*The ability to adhere to administrative systems, policies, and procedures
*Keenness to actively learn and complete training to satisfy compliance requirements and improve knowledge.
The business is expanding and offers potential for career growth in this exciting area of Wealth Management. If you’re looking to work in a friendly, dynamic team where you can develop your financial services experience please apply.