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Farnborough

    Office/finance Adminstrator - Farnborough, Hampshire, United Kingdom - Artemis Recruitment Consultants Ltd

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    Description
    Wealth Management Administrator - Farnborough - Artemis Recruitment Consultants Financial Services

    Type of Position:
    Wealth Management Administrator - Farnborough
    Wealth Management Administrator - Farnborough
    Our client is looking for a Wealth Management Administrator to join their team in Farnborough.
    Prepare and package financial planning reports for the Financial Planners and their clients
    Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
    Maintain accurate client information and record client interaction on the back office system
    Assist with the annual review process of existing clients
    Any additional ad-hoc requests and support on company projects as and when required
    Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
    Excellent organisational skills, flexible and proactive approach to getting the job done.
    Previous experience of working within financial services
    Experience of working in a small to medium sized financial services environment
    Knowledge of Financial Services Industry
    Your Name (required)


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