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19 days ago
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IFA WEALTH MANAGEMENT ADMINISTRATOR - CHESHIRE


Additional Resources Ltd
Salary: £20000 Per Annum
Location: Cheshire
Job type: Permanent
Contact: Claire
Category: Finance Office Jobs
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IFA WEALTH MANAGEMENT ADMINISTRATOR - CHESHIRE

Salary: up to £20,000

Key words: Wealth Management Administrator, Wealth Administrator, Financial Administrator, Paraplanner, IFA Client Support Administrator, Trainee Paraplanner

The company
Our client, an international financial services organisation is seeking to appoint a Wealth Management Administrator as soon as possible to join the team providing administrative support.

The Role
The role will include processing new business applications, liaising with product providers, clients and advisers as necessary and following cases through to issue and payment.

Essential Requirements
Must come from a wealth management/financial services background

Key Skills
Excellent administration, organisational and communication skills
Ability to multitask and prioritise
Proactive and a team player
Accuracy and attention to detail
Report writing skills

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
IFA WEALTH MANAGEMENT ADMINISTRATOR - CHESHIRE

Salary: up to £20,000

Key words: Wealth Management Administrator, Wealth Administrator, Financial Administrator, Paraplanner, IFA Client Support Administrator, Trainee Paraplanner

The company
Our client, an international financial services organisation is seeking to appoint a Wealth Management Administrator as soon as possible to join the team providing administrative support.

The Role
The role will include processing new business applications, liaising with product providers, clients and advisers as necessary and following cases through to issue and payment.

Essential Requirements
Must come from a wealth management/financial services background

Key Skills
Excellent administration, organisational and communication skills
Ability to multitask and prioritise
Proactive and a team player
Accuracy and attention to detail
Report writing skills

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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