Wealth Management Administrator - Manchester, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited
Jane Deane Recruitment Limited
Verified Company
Manchester, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description
Well established IFA practice based in Manchester City Centre require an additional administrator to complement their existing team.

The role involves dealing with HNW clients.

Duties to include, but not limited to:

  • Processing new business
  • Placing deals
  • Processing technical workload such as Loan Trusts and multiple tranche investments.
  • Providing general administration
  • Dealing with complex queries as clients are HNW.
  • Checking compliance documents to insure they are correct and accurate

PERSON SPECIFICATION

  • Excellent interpersonal and communication skills
  • Able to work as part of a team
  • Excellent attention to detail
  • Numerate and confident with handling numbers
  • Confidence with large numbers
  • Good IT skills including Excel
  • Can
- do attitude that can adapt to a varying workload.


EXPERIENCE

  • Must have experience in a similar role
  • IFA / Wealth Management / Financial Services
  • Interest in Financial Services
  • Must have a keen eye for detail
  • Effective organisational and planning skills
  • Knowledge of trusts is essential.

Job Types:
Full-time, Permanent


Salary:
Up to £30,000.00 per year


Benefits:


  • Company pension
  • Free parking
  • Life insurance
  • Onsite parking
  • Wellness programme

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Experience:


  • IFA Administration: 1 year (required)

Work Location:
One location
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