Wealth Management Administrator - Bath, Somerset, United Kingdom, BA1
A leading Wealth Management organisation with offices across the UK currently seek to recruit a Wealth Management Administrator to join their growing team in Bath. The firm are well known, they are a growing organisation that work at the top end of the market.
As part of the Wealth team you will be working alongside the Financial Planning Advisers who provide holistic advice to HNW clients. You will be working within a professional team consisting of Administrators, Paraplanners and Financial Planners, both the Paraplanners and Financial Planners will provide you with ongoing training and guidance.
Duties will include; speaking with clients of the business, liaising with all third parties and clients, updating online systems, working in tandem with the Paraplanner on technical matters.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have two years experience as a minimum working within a Financial Services organisation.