THIS IS AN OFFICE BASED ROLE AND IS NOT HYBRID OR REMOTE
My client is a successful Financial Advice Intermediary, focusing on Wealth management / pension / investment / mortgage planning / insurance advice
They already manage over £200m of client assets, and are now looking for somebody to join their busy Wealth Administration team. The Wealth Administration team has 4 people in its department and looks after 7 Financial Advisors.
The office is busy but has great facilities to relax (Pool Table, Break out area with TV, Café, the ability to join the Office gym for a monthly cost.) The company socialise regularly, and there is an annual overseas incentive. They also participate in regular charity work.
The Job Role will include the following duties; - Providing administrative support across the business -Processing business -Completing basic suitability letters - Maintaining and adding data to the back-office IT system - Answering the telephone - Scanning, photocopying and verifying documents - Answering and replying to emails - Liaising with clients - any other administration or support as required
Full Training will be given in order to complete the above duties to the best of your ability. Ideally, we are seeking somebody who has experience of processing new business within a financial services role.
You will become an important team member providing valuable administration support within a fast growing business.
Salary up to £25,000 per annum, dependent upon experience within the Financial Services sector. There is a monthly bonus scheme available once you have passed probation which adds up to £3,000 to the OTE.
Monday - Friday 8:30am-5pm
Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.
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