Wealth Management Administrator
Wolverhampton, Staffordshire, UK - 25k - 27k Annual GBP
Permanent
Posted by
Hays
Wealth Management Administrator, Permanent, Wolverhampton/Shifnal area, Full-time, £25,000 - £27,000 per annum Booking appointment for clients Completing pre-meeting administrative tasks and sending out welcome packs Log all client calls and queries into an internal CRM system Ensure protocols are followed, including FCA, GDPR Inputting client data into an internal system Create and send out business documents Provide administrative support to the paraplanning team Manage an inbox Provide cover in other departments where needed Essential skills and experience:IT IS ESSENTIAL that you have experience working within wealth management Excellent administration and data entry skills Ability to adhere to GDPR and FCA regulations Customer service skills and professionalism via phone and email Full UK Driving License Educated to GCSE is essential Educated to A Level or Degree is preferred
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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:
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Wolverhampton, Staffordshire, UK
Office and Admin
25k - 27k Annual GBP
Hays
HAYS
JS2831218590
09/10/2024 20:59:45