Wealth Management Office Administrator Training & Benefits

Graduate (The); Corby; On-site; GBP 25,000; Full time

Job summary

A private wealth management firm in Corby is seeking an Office Administrator to assist Advisers and Paraplanners. The ideal candidate will help prepare client valuations, manage communication, and maintain databases. Required qualifications include C grades in English and Maths, as well as confident computer skills. The position offers a salary of approximately £25,000 and various benefits including pension contributions and exam support.

Benefits

Employer Pension Contribution

Exam Support

Death in Service

Health Cash Plan

Qualifications

• Minimum C grades in English and Mathematics at GCSE level.
• Confident computer skills are essential.
• A Levels or equivalent qualification is preferred.

Responsibilities

• Prepare client valuations and update databases.
• Scan and input completed Fact Finds into the system.
• Ensure meeting rooms are prepared for client meetings.

Skills

Confident computer skills

Strong communication skills

Organisational skills

Education

A Levels or equivalent

Minimum of C grades in English and Mathematics at GCSE level

Tools

Microsoft Word

Microsoft Excel

Job description

A private wealth management firm in Corby is seeking an Office Administrator to assist Advisers and Paraplanners. The ideal candidate will help prepare client valuations, manage communication, and maintain databases. Required qualifications include C grades in English and Maths, as well as confident computer skills. The position offers a salary of approximately £25,000 and various benefits including pension contributions and exam support.