Wealth Management Administrator

  • Location

    Manchester, Greater Manchester

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £26000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2778_1612435174

  • Published:

    3 months ago

  • Expiry date:

    2021-03-06

  • Consultant:

    #

Wealth Management Administrator - Manchester city centre - Salary negotiable

MB Fitzgerald Recruitment are currently working with a Manchester based Wealth Manager who are looking to add an experienced Administrator to their team.

This company specialise in providing Financial Planning & Wealth Management services to UHNW individuals and have gone from strength to strength over the last 5 years. As part of their growth plans in 2021, they are looking to ensure that they have appropriate Administrative support in place so that all clients continue to receive a first class service.

Candidates must be experienced Financial Services Administrators and have a good understanding of products such as Pensions, Investments, Protection, IHT etc. You will have used wrappers/ platforms and will be familiar with tasks such as new business processing, working through annual reviews, MIFID cost disclosure, data inputting and maintaining the back office system.

Previous experience in a similar role is essential but ideal candidates will also be able to demonstrate their ability to learn through a record of academic achievement or by passing professional qualifications. The company value education highly and will encourage the successful candidate to progress with the Diploma Financial Planning, which would be fully supported.

This is the opportunity to join one of the North-West's leading financial services organisations who can offer progression as well as a competitive basic salary and excellent benefits package.