Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator to support their Financial Planners / IFA's.
Candidates will be responsible for providing an administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports.
Candidates need to have proven financial services / wealth management adminstration experience ideally with a good knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation