Wealth Management Administrator
Location - Woking
Salary - £27,000 - £35,000 depending on experience
Hours - Full-time / In Office
We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.
Through a carefully structured process, we help clients identify what is important to them and the financial objectives they want to achieve throughout their lifetime.
We offer a comprehensive range of financial solutions from retirement planning to investment planning, providing bespoke face-to-face wealth management advice to individuals, businesses & trustees.
As an innovative and forward-thinking company that is expanding, we are looking to bring on board a Wealth Management Administrator ready to progress in a fast-paced and dynamic environment.
What you will be doing?
1. As Wealth Management Administrator you will be part of the team responsible for a variety of different administration tasks to support the Advisers and provide an exceptional level of support to their valued clients
2. You will answer the telephone and deal with queries from clients
3. Arrange client appointments, preparing portfolio summaries and fund analysis reports prior to meetings