Wealth Management Finance Admin Specialist

Artemis Recruitment Consultants Ltd; Epsom; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment firm is actively searching for an experienced Financial Administrator to support Financial Advisers within their Wealth Management Practice in Epsom. This role will require handling comprehensive administrative tasks such as liaising with clients, managing the Letter of Authority process, and preparing for client meetings. The position is strictly office-based, and the ideal candidate should be adept at using CRM systems like Salesforce. Strong organizational skills and attention to detail are essential for success in this role.

Responsibilities

• Managing the Letter of Authority process.
• Preparing for client meetings.
• General administration tasks.

Job description

About the Firm

A recruitment firm is seeking an experienced Financial Administrator to join their Wealth Management Practice based in Epsom. This role involves supporting Financial Advisers with comprehensive administrative tasks including client liaison, business processing, and use of CRM systems such as Salesforce. The position will be office-based in Epsom.

Responsibilities

• Managing the Letter of Authority process
• Preparing for client meetings
• General administration tasks