Administrator - Wealth Management - Nottingham, Nottinghamshire, United Kingdom, NG1


Administrator - Wealth Management

Nottingham (our ref AL947)

Salary to £25,000 + benefits

My client is a prestigious Wealth Management Organisation in Nottingham and they now have a requirement for an experienced Wealth Management administrator to join their team.

The ideal candidate will have previous experience in a similar role within either the IFA or Wealth Management arena.

Main duties:

  • 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 and should you wish to remain an as Administrator and perfect your art then this is totally acceptable!

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