Private Client Administrator

Private Client Administrator Weybridge £20-25k plus 25 days holidays, plus bank hols, DIS 4x salary, Critical illness, Private Medical, Sick Pay, Pension and study support Financial Divisions are supporting a small, but very successful Wealth Management firm in their search for a Private Client Administrator. The firm provide holistic advice on Investments, Pensions, Protection and have an Employee Benefits side to the business. The role of the Private Client Administrator includes processing new business, producing quotes and valuations, fund switches, putting client files together and dealing with any queries. If you currently studying towards your Diploma in Regulated Financial Planning, the firm will encourage and support this. They offer a structured career path, so if you aspire to become a Paraplanner or an Adviser one day, my client can certainly accommodate this. I am looking for a Private Client Administrator who has worked within a Wealth Management firm for at least 12 months, you will be highly organised with an excellent attention to detail. For immediate consideration for the Private Client Administrator position, please send a copy of your CV