Administrator - Wealth Management - City, Belfast, United Kingdom, BT1
Administrator - Wealth Management
£18,000 starting salary
Administrator required by this highly successful firm of Wealth Managers that provide advice to clients across Investments, Retirement Planning, Tax and Wealth Planning. The business continues to grow and is a leading brand within the Advice arena and is now seeking an experienced Financial Services administrator.
You will be responsible for the preparation of clients documents (reports and Investment information) ahead of client meetings with Wealth Managers/Paraplanners, undertake office duties such as filing, post, stock and order systems, liaise with Providers, support all new and existing business relationships whilst maintaining client database.
To be successful you must have administrator experience within a Financial Planning, Wealth Management or Investment environment plus excellent administration and communication skills. Ideally looking for a high degree of numeracy skills. The firm offers a full range of benefits which includes pension.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.