Administrator - Southend-on-Sea, United Kingdom - Sally Laking Wealth Management

Sally Laking Wealth Management
Sally Laking Wealth Management
Verified Company
Southend-on-Sea, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description

Position:
Wealth Management Administrator


Pay Rate:
£11.44 per hour


Employment Type:
Part-time - 2/3 days per week


Location:
Southend-on-Sea


An exciting and great opportunity to join a growing and expanding wealth management company part of St James's Place, a FTSE 100 group as a Wealth Management Administrator on a part-time basis.

As a Wealth Management Administrator, you will be expected to support the practice with general administrative duties which include but are not limited to:

  • Submitting business using bespoke software and writing basic 'Suitability Letters' and ensuring that business obtained is being processed in a timely manner.
  • Be a point of contact for clients and third parties, dealing with general enquiries.
  • Assist with the Practice's social media and marketing campaign.
  • Other administration duties deemed necessary to assist with the running of the Practice.


This is a great opportunity for someone with previous experience as an Administrator, who is pro-active, driven, keen for progression and looking for a part-time position to support a Financial Adviser's Practice during this exciting growth phase.


If you are a well organised, proactive and a detail orientated individual looking for an opportunity to get into the wealth management sector, please apply.


Job Types:
Part-time, Permanent


Pay:
£11.44 per hour


Expected hours:
per week


Benefits:


  • Bereavement leave
  • Company pension
  • Free parking
  • Onsite parking
  • Sick pay

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Southend on Sea: reliably commute or plan to relocate before starting work (required)

Education:


  • GCSE or equivalent (preferred)

Experience:


  • Administrative experience: 1 year (preferred)

Language:


  • English (required)

Licence/Certification:

  • Driving Licence (required)

Work Location:
In person

Application deadline: 13/05/2024

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