Wealth Management Administrator

North Oak Recruitment Ltd
£21,000 per annum
03 Sep 2017
28 Sep 2017
Contract Type
Full Time

Client Relationship Manager / Wealth Management Administrator

Southam, Warks (our Ref AL759)

Salary £21,000 - £24,000 + benefits

Our client is a very well established and expanding IFA organisation, dealing with both private and corporate clients. They now have an exciting opportunity for an individual to join their team and this role would particularly suit an individual who wishes to develop their career towards either paraplanning or a financial advisory position, although this progression is not mandatory.

The role

  • Providing administrative support to 2 financial advisers
  • Issuing illustrations
  • Liaising with the advisors’ clients and becoming their first point of contact
  • Arranging all regular client reviews with the client, on behalf of the adviser
  • Ensuring all new business is processed accurately and compliantly
  • Chasing new business through to completion
  • Liaising with the administration teams to ensure all work is carried our effectively

The Person

  • Previous experience within an IFA organisation
  • Organised and able to work to deadlines
  • IT literate, experience of Platforms and Intelligent Office would be a distinct advantage
  • Ability to interact with clients confidently

The Offering

  • Competitive basic salary, plus benefits including 25 days holiday, pension and DIS
  • Professional office environment
  • Good prospects in terms of support to take CII qualifications and either work towards becoming an Adviser or a Paraplanner

If this role is of interest please either contact Angela Liscombe at North Oak Recruitment or apply with an up to date CV.