Sheffield

Wealth Management Administrator

Job description          

Job description Wealth Management Administrator Nottingham (our ref AL938) Salary to £25,000 + benefits
My client is an established Banking and Wealth Management Organisation and they now have a requirement for an experienced administrator to join their team. The ideal candidate will have previous experience in a similar role. Main duties: File preparation for a range of adviser meetings. Entering information onto Intelliflo and the Companys back office system Suitability report writing Business processing General administration including client contact. This company has a track record of promoting administrators to paraplanning roles so this would suit somebody who wishes to develop their career further within the industry, although this is not a requirement. If this role is of interest please apply with an up to date CV. We aim to respond to all applications but occasionally, due to overwhelming response, this is not possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.
North Oak Recruitment Ltd Sheffield jobs

North Oak Recruitment Ltd

Sheffield jobs

Sheffield jobs

 Sheffield jobs  Sheffield jobs

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North Oak Recruitment Ltd Sheffield jobs

North Oak Recruitment Ltd (Sheffield jobs)

 Jobs in organization(state)

Job description Wealth Management Administrator Nottingham (our ref AL938) Salary to £25,000 + benefits
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