Wealth Management Administrator - Guildford, United Kingdom - Recruit UK
Description
Job Title:
Wealth Management Administrator
Industry:
Wealth Management
Location:
Guildford
Salary:
Up to £35,000
Job Reference:8938
Recruit UK is working on an excellent opportunity for an experienced Wealth Management Administrator to join a well-established IFA practice in Guildford.
There is also the opportunity to progress into advice in the long-term if this is of interest, however the firm is equally happy with a career administrator.
Duties will include preparing review packs for client meetings, performing fund switches, processing letters of authority and liaising with providers, financial advisers and clients.
Benefits:
- Salary between £28,000 £35,000
- Free street parking
- Officebased role, with occasional flexible working when required
- 25 days annual leave, plus bank holidays
- Christmas office closure
- Group life assurance
- Company pension
- Progression into advice if interested
Skills and experience required:
- Minimum 1 years' experience working within wealth management administration
- Use of IO and Transact (desirable)
- Selfmotivated and excellent written/verbal communication skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role.
Right now, Recruit UK is pleased to be working with a financial planning firm based in Guildford on Wealth Management Administration role.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you indepth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Salary:
£28,000.00-£35,000.00 per year
Benefits:
- Company pension
- Free parking
- Life insurance
Schedule:
- Monday to Friday
Work Location:
In person
Reference ID: 8938
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