An exciting opportunity has arisen for an Administrator to work with a city-based boutique independent wealth planner, asset manager and employee benefits specialist.
This company has been awarded Corporate Chartered status and it provides objective advice to meet its clients’ best interests. Its Financial Planners have a commitment to providing the best service and support to the highest quality.
Reporting to the Group Administration Manager, as a Private Client Administrator your main responsibilities will include client servicing, correspondence and checking client files, as well as general administration. You will support the Central Administration Team in providing exceptional quality administrative and technical support to its Wealth client-facing teams. You will process and submit new business to providers and ensure applications are completed. It is important that all client information is accurately maintained on internal systems and client agreements are in place, signed, documented and saved.
The ideal candidate for this role will have experience of working within the independent sector of the financial services industry. It is preferred if you have experience of using Intelligent Office. You will have excellent IT skills and be proficient in the use of Microsoft Office packages. You will have exceptional communication skills, both written and verbal, and a high level of attention to detail.
You will be rewarded with a fantastic basic salary along with a discretionary bonus based on performance. You will receive an attractive benefits package which will include pension contributions, PMI, PHI and DIS.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
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