Wealth Management Admin Trainee

Mattioli Woods; Leicester; Sur place; GBP 18 000 - 23 000; Plein temps

Avantages offerts par ce poste

Life assurance

Flexible voluntary benefits

Social events and charity fundraising

Résumé du poste

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.

Responsabilités

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

Connaissances

Attention to detail

Organizational skills

Confidence using data systems

Keyboard skills

Formation

GCSEs (or equivalent), including Maths and English

Outils

Spreadsheets

Databases

Description du poste

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.