Wealth Management Administrator, Permanent, Wolverhampton/Shifnal area, Full-time, £25,000 - £27,000 per annum
Are you looking for a new Administrator role? I have a fantastic new opportunity based in Wolverhampton/Shifnal that might be of interest to you. It is a permanent vacancy which requires a candidate to have experience within Wealth Management.
Wealth Management Administrator£25,000 - £27,000Wolverhampton basedOffice based (no hybrid)Full time and permanent
Job details:To provide full administrative support to advisors, clients and other customers. To answer queries and complete tasks.
Day to day duties:
Booking appointment for clientsCompleting pre-meeting administrative tasks and sending out welcome packsLog all client calls and queries into an internal CRM systemEnsure protocols are followed, including FCA, GDPRInputting client data into an internal systemCreate and send out business documentsProvide administrative support to the paraplanning teamManage an inboxProvide cover in other departments where neededEssential skills and experience:IT IS ESSENTIAL that you have experience working within wealth managementExcellent administration and data entry skillsAbility to adhere to GDPR and FCA regulationsCustomer service skills and professionalism via phone and emailFull UK Driving LicenseEducated to GCSE is essentialEducated to A Level or Degree is preferred #
Wolverhampton, Staffordshire, UK
25k - 27k Annual GBP
Hays
HAYS
JS2831218590
09/10/2024 20:59:45
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