logo for in-pact consulting

Investment / Dealing Administrator - respected national Wealth Manager - Chelmsford, Essex, United Kingdom, CM1


A great opportunity has arisen in one of the UK's leading Wealth Managers for as Administrator to join their Execution Only Dealing department. Duties will include:

  • Processing new client enquiries and applications
  • Handling client correspondence including corporate actions and processing instructions
  • Monitoring and chasing accounts
  • Answering administration queries
  • Assisting the settlement and dealing teams
  • Ensuring a consistently high level of service is maintained
  • Minimising and mitigating dealing errors
  • Remaining vigilant with regards to compliance and money laundering issues.

Applicants must be educated to a minimum of GCSE standard having achieved a C or above in Maths and English. You must possess strong administration and communication skills and ideally have previous experience within the financial services of Investment sectors.

This is a great opportunity to join one of the UK's leading Wealth Managers offering a friendly working environment and the opportunity to develop your investment experience.