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Client:
Page Personnel
Location:
Chester, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
31b55f66a3b8
Job Views:
14
Posted:
28.04.2025
Expiry Date:
12.06.2025
Job Description:
* Leading wealth management business
* Great company to work for
About Our Client
The role will be supporting the front office, Investment Managers, and Financial Planners in an administrative function.
Job Description
On a day-to-day basis, you will play a key role in a team providing support for senior colleagues, handling various tasks to ensure the smooth running of the team. Responsibilities include:
* Processing all new client documentation and amendments
* Monitoring transfers of assets and cash
* Managing ISA subscriptions and transfers
* Processing client payments
* Administering client accounts
* Ensuring client details and reviews are accurately recorded
* General record keeping and filing
* New business and account administration
* Managing corporate actions
* Preparing for client meetings and producing review documents
* Liaising with internal stakeholders and third-party providers
The Successful Applicant
The ideal candidate will have:
* Experience in an IFA or financial planning firm
* Strong administration skills with high attention to detail
* Experience in a financial services environment (preferred)
* Proficiency in Excel and Microsoft Office
* Excellent organizational skills and ability to meet deadlines
* Flexibility and team supportiveness
* A strong desire to learn and progress
What's on Offer
The successful candidate will receive:
* Study support for relevant professional qualifications
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