TheCompany:
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation.
TheRole:
ThisisafantasticopportunityforanindividualwhohassomeWealthPlanningAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany.ArecentgraduatewhocandemonstrateaninterestinWealthManagementwouldalsobeconsidered.
TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning.
TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions.
TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.
TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.
TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOffice
TheCandidate:
1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices.
ORarecentgraduateinterestedtoworkwithWealthPlanning.
Arealint...