Wealth Administrator – Beckenham – London/ Kent
Salary
15,000 - 25,000
Location
Kent
Job Type
Full Time
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We are working with a National Wealth Manager that offers bespoke financial solutions for clients all over the UK. Having regional offices allows them to offer a personalised and localised service to clients. The Wealth Management company as a whole has seen significant growth and they are providing opportunities for experienced administrators to join a fast growing firm that has opportunities for progression, a share scheme as well as a whole host of other exceptional benefits.
They have a vacancy in their Beckenham office and are ideally looking for someone who has worked in a fast paced financial services environment previously, has fantastic interpersonal skills, great numeracy and literacy skills as well as ambition and a generally a pleasant nature and strong work ethic.
The role involves supporting the financial planners to maintain a portfolio of clients in-line with company policy and UK regulation. The successful candidate will be liaising with Product Providers to obtain policy illustrations, processing new business applications and seeing each piece of business through to completion.
This is an entry level role with a fantastic organisation that is able to offer training and career progression, exam support as well as a competitive salary and regular pay reviews.
If this role is of interest to you and you wish to apply please forward your CV to [email protected]
Quote reference 12031
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