Wealth Management Senior Administrator - Client Portfolios

Required IT; Leicester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A recruitment agency is seeking a Senior Administrator for a Financial Services client in Leicester. The ideal candidate will have experience in Financial Services Administration, particularly within a Wealth Management company. Responsibilities include greeting clients, managing documents and CRM systems, and maintaining records. This position offers an opportunity for career advancement within a supportive team environment.

Qualifications

• Previous experience as a Financial Services Administrator in a Wealth Management company is essential.
• Strong organizational skills and attention to detail are required.

Responsibilities

• Greet clients and assist with their inquiries.
• Maintain the FCA day book and ensure documentation is up to date.
• Manage CRM systems and prepare portfolio overviews.

Skills

Experience in Financial Services Administration

Document management

CRM system management

Job description

A recruitment agency is seeking a Senior Administrator for a Financial Services client in Leicester. The ideal candidate will have experience in Financial Services Administration, particularly within a Wealth Management company. Responsibilities include greeting clients, managing documents and CRM systems, and maintaining records. This position offers an opportunity for career advancement within a supportive team environment.