Wealth Management Administrator Vacancy - St Helens - £26,500
An Independent Financial Advisers in St Helens are seeking additional administrative support. They offer:
- A starting salary of circa £26,500, increasing with experience and responsibilities
- Profit share paid yearly
- 23 days holiday plus bank holidays rising to 28 days
- Pension on salary sacrifice basis
- Death in service from year 2
- Support with professional development including qualifications and progression
In return, they're looking for someone who's worked in a Wealth Management company or Financial Advice practice supporting Financial Advisers previously, with tasks including:
- Working with the team to meet SLA levels
- Review existing processes and procedures
- Ensure all applications are accurate and complete
- Ensure all supporting documentation has been provided
- Set reviews to ensure application is processed
- Communicate regularly with Solicitors and Brokers through to legal completion