£19,000 up to £25,000
Wealth Management Administrator required by this highly successful firm of Wealth Managers that provide advice across Investments, Retirement Planning, Tax and Wealth Planning. The business continues to grow and is a leading brand within the Private Wealth arena and are now seeking an experienced Financial Adviser Administrator.
As a Wealth Management Administrator, you will be responsible for the preparation of clients documents (reports and Investment information) ahead of client meetings with Wealth Managers/Paraplanners, undertake office duties such as filing, post, stock and order systems, liaise with Providers, support all new and existing business relationships whilst maintaining client database.
To be successful you must have adviser support experience within a Financial Planning, Wealth Management or Investment environment, plus excellent administration and communication skills. Ideally looking for a high degree of numeracy skills (University level). The firm offers a full range of benefits which includes
If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.