Administrator - Wealth Management - Nottingham, Nottinghamshire, United Kingdom, NG1
Administrator - Wealth Management
Nottingham (our ref AL918)
Salary to £25,000 + benefits
My client is an established Wealth Management Organisation and due to internal promotion, they now have a requirement for an experienced administrator to join their team.
The ideal candidate will have previous experience in a similar role.
- File preparation for a range of adviser meetings.
- Entering information onto Intelliflo and the Company's back office system
- Suitability report writing
- Business processing
- General administration including client contact.
This company has a track record of promoting administrators to paraplanning roles so this would suit somebody who wishes to develop their career further within the industry, although this is not a requirement.
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