Wealth Management Administrator - Saffron Walden, United Kingdom - Recruit UK

Recruit UK

Verified Company

Saffron Walden, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Wealth Management Administrator

Industry:
Financial Planning

Location:
Saffron Walden

Salary:
£30,000 - £33,000

Job Reference:7516

Recruit UK is working on an excellent opportunity for a Wealth Management Administrator in London.

Our client are a committed and successful wealth management firm who provide holistic financial planning who client across South East England.

As their client base continues to grow, they are looking to expand their back office team. You will be part ofthe Operations Team and will be supported with growth.

Duties will include but not limited to:

Monthly cash reports
Remuneration reconciliation
Dealing with death claims, power of attorney, trust cases
New business
Arranging client meetings and gather meeting packs
Meeting and greeting clients, liaising with them and answering queries
Back office maintenance

Benefits:

Competitive salary of up to £33,000
Excellent benefits package including pension, DIS etc
Hybrid working
Career progression
Training and professional development

Skills and experience required:

Experience working in Wealth Management, ideally 3+ years
Level 3 qualification or working towards, ideal
Ability to work as an individual and as part of a team

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.

We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Financial Planning firm, looking for a Wealth Management Administrator