Administrator - Farnham, United Kingdom - PPSL
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.
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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