We are looking for a financial administrator for our wealth management client to support their busy team of Advisers.
You will be responsible for processing new business, fund switches, withdrawals, letters of authority, processing of applications, preparing review packs, meeting arrangements with clients, dealing with client queries both face to face and over the phone, business administration, keeping database up to date, working on financial software and making sure process runs smoothly.
In order to fulfil this role you must have excellent communication skills, both written and verbal, have an excellent telephone manner, be organized and efficient, deadline driven, have strong attention to detail and be team player. You will need to have worked in a financial environment before and preferably working towards your Level 4 diploma in finance.
Our client offers a generous starting salary plus bonus scheme and pension. Hours are Monday to Friday office based, and hours are 9-5pm.
Please email your CV to email@example.com to express interest in this great role.