Administrator - Farnham, United Kingdom - PPSL

PPSL
PPSL
Verified Company
Farnham, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description
We have an opportunity for someone who is currently seeking a career role within the Wealth management sector.

This role is ideal for someone who is seeking their first role, or looking to move into a professional sector.


The duties are:


  • Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
  • Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
  • Build relationships with allocated advisers.
  • Adhere to administrative systems, policies, and procedures.

To apply:


  • Good communication skills, verbally and written
  • Can work methodically, and calmly and communicate well with the team at all times.
  • Good phone manner.
If you would like to know more about this growing business then please apply.


Salary:
£21,000.00-£23,500.00 per year


Benefits:


  • Company pension

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Farnham: reliably commute or plan to relocate before starting work (required)

Education:


  • Diploma of Higher Education (preferred)

Experience:


  • Administrative experience: 1 year (required)

Language:


  • English (required)

Work Location:
In person

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