Financial Administrator - Brighton, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Brighton, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

My client, based in the Brighton area, provides specialist first class advice on a variety of wealth management aspects to clients in the Sussex and London areas.

Supported by a professional team the Advisers provide a range of Financial advice to both PrivateClients and Corporates.

Due to increased volumes of enquiries, they are looking to offer this opportunity to an experience Financial Administrator with already acquired wealth management experience.

Opportunity Highlights

  • Experienced Finance Administrator with wealth management background
  • Supporting 2 of the firms highest billing Financial Advisers
  • Onboarding of Clients,
  • Building and maintaining Client relationships,
  • Producing Letters of Authority,
  • Suitability reporting,
  • Liaising with providers,
  • Preparing illustrations
  • Presenting documentation for meetings,
  • Managing Adviser diaries
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