Wealth Administrator / Senior Administrator

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable financial services company in the United Kingdom is seeking an Administrator / Senior Administrator to provide crucial support to wealth advisors. The role involves managing various administrative tasks and requires a detail-focused and organized individual with previous relevant experience. This position offers strong career progression and the chance to work in a collaborative environment.

Qualifications

• Demonstrable experience in a similar role.
• Familiarity with investments is essential.

Responsibilities

• Provide administrative support to wealth advisors.
• Process new business and conduct CDD checks.
• Update client data and prepare reports.

Skills

Client-centric approach

Detail-focused

Multi-tasking

Organizational skills

Education

Relevant professional qualification

Job description

Overview

We have a fantastic opportunity for an Administrator / Senior Administrator to join a reputable Wealth Management firm!

Responsibilities

Working within a small team, you will provide administrative support to one or more wealth advisors with day to day administration duties ensuring that an excellent level of client service is provided. You will be involved in a variety of tasks including but not limited to new business processing, CDD checks, reviewing and updating client data, scheduling valuations and sending out reports to clients amd meeting preparation for advisers amongst other tasks.

Qualifications

Applicants must have demonstrable experience in a similar role, ideally supported by a relevant professional qualification. You will need to be familiar with investments and possess a detail-focused, organised and client-centric approach with the ability to multi-task in a fast-paced environment. This is a great new role which offers career progression and support!

How to apply

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