Location
Leeds | United Kingdom
Job description
Wealth Management Administrator
Leeds
Salary up to £28,000 DOE
Are you an enthusiastic and proactive individual who is confident and professional?
My client, a rapidly growing Wealth Management support business are expanding their team. They are looking for an experienced Administrator with relevant Wealth Management experience.
Duties of Administrator:
* Building relationships and promoting the groups image
* Dealing with client queries and arranging appointments for directors/advisers
* Preparing documentation for meetings
* Processing new business from the adviser team across the business
* Processing transactions and trade requests on our preferred platform
* Creating client portfolio valuations
* Creating annual review packs for the financial planners
* Consulting with providers, paraplanners and financial planners
* Working with back-office system and data input (experience of Curo Time4Advice would be beneficial)
* Reconciling fee payments
Essential:
* Strong administration background
* Must be highly organised and able to multi-task
* Communication skills, both written and verbal
* Must have a positive attitude and strong work ethic
* Flexible and helpful approach
* Exceptional phone manner
* Accuracy and attention to detail is a must
* IT skills in the use of Word, Excel, Outlook, and the internet
Benefits:
* 26 days annual leave (plus statutory)
* Pension: Employer contribution of 4% with salary sacrifice for Employee contributions.
* Group Life cover: x4 salary
* Annual discretionary bonus
* Medical cash back plan
Do you have the required skills and relevant experience to be successful in this role?? APPLY NOW!
CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.
Job tags
Salary
£27.5k - £28k per annum
