Wealth Management Admin Trainee

Mattioli Woods; Leicester; On-site; GBP 18,000 - 23,000; Full time

Benefits offered by this job

Life assurance

Flexible voluntary benefits

Social events and charity fundraising

Job summary

A financial services company in Leicester is seeking a Full-time Administrator for their Wealth Management support teams. The role involves supporting Client Relationship Managers by handling data-focused tasks, preparing valuations, and managing client information with accuracy. Ideal candidates should have GCSEs including Maths and English, strong organizational skills, and be comfortable with multiple systems. This is a chance to gain valuable experience in a supportive environment with career development opportunities.

Qualifications

• GCSEs or equivalent required, confident using multiple systems.
• Positivity and willingness to learn are essential skills.
• Strong attention to detail and organization are crucial for success.

Responsibilities

• Support Client Relationship Managers with data-focused tasks.
• Prepare annual valuations and client summaries accurately.
• Manage high volumes of information with precision.

Skills

Attention to detail

Organizational skills

Confidence using data systems

Keyboard skills

Education

GCSEs (or equivalent), including Maths and English

Tools

Spreadsheets

Databases

Job description

A financial services company in Leicester is seeking a Full-time Administrator for their Wealth Management support teams. The role involves supporting Client Relationship Managers by handling data-focused tasks, preparing valuations, and managing client information with accuracy. Ideal candidates should have GCSEs including Maths and English, strong organizational skills, and be comfortable with multiple systems. This is a chance to gain valuable experience in a supportive environment with career development opportunities.