Wealth Management Admin Specialist

Perspective Financial Group Ltd; Droitwich Spa; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm is seeking a skilled Financial Administrator to provide high-quality administrative support and manage client queries regarding pensions and investments. Ideal candidates will have experience in Financial Planning, exceptional communication skills, and a proactive attitude. The position offers competitive salary potential, attractive benefits like 25 days holiday, and an Electric Car Scheme.

Benefits

25 days holiday

Electric Car Scheme

Qualifications

• Experience in Financial Planning is essential.
• Exceptional communication skills are required.
• A proactive attitude towards work is necessary.

Responsibilities

• Provide high-quality administrative support.
• Manage client queries regarding pensions and investments.
• Ensure effective office administration.

Skills

Financial Planning

Communication skills

Proactive attitude

Job description

A financial services firm located in Droitwich is seeking a skilled Financial Administrator to join their team. Your role will entail providing high-quality administrative support, managing client queries regarding pensions and investments, and ensuring effective office administration. Ideal candidates will have experience in Financial Planning, exceptional communication skills, and a proactive attitude. The position offers competitive salary potential alongside attractive benefits like 25 days holiday and an Electric Car Scheme.