Wealth Management Administrator

Job Title: Wealth Management Administrator

Location: Kettering

Salary: £25,000 - £29,000

The Company:

A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a new Administrator to join their back office team. They are a modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction.

They provide financial advice on a range of products including pensions, investments, protection, tax planning and provide investment management advice as well. Having seen strong growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. In return, they offer exam support, a strong benefits package and clear career progression to develop your career within this sector. They invest heavily in growing and developing their own talent so the chance to progress will be available.

The Role:

This role would sit within the back-office function of the business and would involve providing administrative support to both the paraplanning team and the planners within the firm. The ideal candidate would be comfortable communicating with clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key.

There will also be contact with providers and you will work closely with the firm’s Financial planners to provide a comprehensive service to the firms clientele.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you, as this role can develop towards paraplanning or advising in the future if you were looking to head in this direction.

The Required Skills:

• R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable
• Experience of working within a Financial services firm would be advantageous
• Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
• Strong attention to detail and numerical ability.

If you are interested in discussing this position, then please get in touch with Capio Recruitment.

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