Wealth Administrator

THIS IS AN OFFICE BASED ROLE AND IS NOT HYBRID OR REMOTE. YOU MUST BE COMMUTING DISTANCE TO FAREHAM.

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.

We are always looking to work with individuals trying to enhance their career within a fast-growing business.

Salary up to £27,500 per annum, dependent upon experience within the Financial Services sector. There is a monthly bonus scheme available once the candidate has passed probation, which adds £3,000 to the OTE.

Monday - Friday 8:30am-5pm