Wealth Management Administrator

Role: Wealth Management Administrator
Location: Central Harrogate
Hours: Full Time
Salary: £26,000 - £29,500

If you have Wealth Management experience, you could be a great fit for this role. We are looking for a candidate with experience in financial management to join small team based in Harrogate.

Responsibilities:
• Process new businesses onto the database
• Issue client paperwork
• Complete client reviews in preparation for meetings
• Updating valuations on existing clients plans
• Ensuring client notes are updated
• Diary management
• Monitor cash levels
• Processing post including scanning and filling
• Ensure funds are in the correct accounts
• Answering phones, greeting clients, preparing meeting rooms and supporting other staff when required

Essential Skills:
• Previous experience within an accountancy/Wealth Management practice
• IFA experience
• Attention to detail
• Typing skills
• Good IT knowledge

Benefits:
• Competitive salary
• Full time, office based role
• 1pm finish on Fridays
• 25 days holiday, plus bank holidays
• Company Pension Scheme
• Private Healthcare Scheme
• 4x Death in Service

Ref: 22126