£30,000 - £32,000
Recruit UK have been retained by an independent and Chartered Top 100 Financial Planning Firm who provide a truly comprehensive wealth planning and investment management service to HNW individuals and businesses.
This practice has experienced year on year growth and have built their firm on integrity and trust, which has resulted in high volumes of business referrals and a high staff retention rate, with a large percentage of the workforce exceeding 10 years of service.
Due to expansion and an increase in HNW clients this practice would be interested in speaking with experienced Private Client Administrators.
In this position you will be working as part of a private client support team, and will be the first point of contact for all HNW clients. You will be responsible for processing new business and managing existing clients accounts, as well as administration to the wider wealth management team.
You will benefit from working with a wide range of wealth management professionals as well as broadening your technical knowledge as you support HNW clients with a range of queries across a range of services.
On top of this you will be given full exam support, in-house training, progression opportunities and a very competitive benefits package.
• Administration experience within an IFA or wealth management environment
• Broad knowledge of financial planning & wealth management services and products
• Experience processing new business and managing existing client accounts
• A high level of computer literacy, with knowledge of CRM and back office systems
• Progression towards industry qualifications
If you would like to discuss this opportunity in more detail please contact Andrew Daly on 01179 170 412 and quote reference number: 12773
To apply for this job email your details to firstname.lastname@example.org