Wealth Management Administrator

Job Title:Wealth Management Administrator

Industry:Wealth Management

Location: Guildford

Salary: Up to £35,000

Job Reference: 8938

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Wealth Management Administrator to join a well-established IFA practice in Guildford.

This friendly firm has a lovely work culture, with plenty of collaboration and a supportive atmosphere. There is also the opportunity to progress into advice in the long-term if this is of interest, however the firm is equally happy with a career administrator.

Duties will include preparing review packs for client meetings, performing fund switches, processing letters of authority and liaising with providers, financial advisers and clients.

Benefits:

• Salary between £28,000 - £35,000
• Free street parking
• Office-based role, with occasional flexible working when required
• 25 days annual leave, plus bank holidays
• Christmas office closure
• Group life assurance
• Company pension
• Progression into advice if interested

Skills and experience required:

• Minimum 1 years’ experience working within Wealth Management administration
• Use of IO and Transact (desirable)
• Self-motivated and excellent written/verbal communication skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a financial planning firm based in Guildford on Wealth Management Administration role.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.