Wealth Management Administrator
Job Details
Full Job Description
Role: Wealth Management Administrator
Location: Golders
Green / Brent Cross, London
Salary: 30,000 - 35,000
An international Wealth Management firm with offices
worldwide is looking for a Wealth Management Administrator to join
their Golders Green / Brent Cross branch. This is an opportunity to
join a small, close-knit team with the support of a
largerinternational financial services organisation.
This
company offers up to 13 business closure days, in addition to the
standard annual leave allowance.This is a majority office-based
position, and the branch is moving to a brand-new interior designed
office closer to the Brent Cross station.
To be
considered you must have previous experience working within an IFA or
Financial Planning firm, and working towards CII qualifications would
be advantageous.
The Administrator is
responsible for:
- Liaising with clients on behalf of the wealth manager
- Processing new business
- Client onboarding via the back office system
- Chasing providers
- Producing client meeting packs
- Assisting with client reviews
- Monitoring and moving funds
- General senior office management tasks such as managing rent payments
- Overseeing the Junior Administrator
What's on offer?
30,000 - 35,000
salary depending on experience
Up to 13 business closure days,
inline with Jewish holiday
State of the art, new designed office
location
Please apply today and a consultant will be in
touch to discuss your application.