A leading wealth management firm have an exciting opportunity to join their new business team in an admin support capacity, with opportunities for progression and access to funding for qualifications. If you have relevant experience working in this sector.
Responsibilities include:
- Submitting new investment, pension and protection applications
- Monitoring new business applications from submission through to completion
- Chasing outstanding documentation, transfer requests and provider information
- Supporting a team of Financial Advisors, keeping clients informed of progress
- Updating client records and CRM systems
- Experienced working in an administrative capacity for a team of Financial Advisors or within the wealth management/financial planning sector
- Accustomed to using industry platforms such as Salesforce and I-Business
This is the ideal opportunity for an experienced administrator who is detail orientated, well-organised and accustomed to working within the wealth management or financial planning sector.
Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
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Senior Client Administrator in Stretford employer: Forrest Recruitment Ltd
Join a dynamic small office where your contributions as an Accounts/Office Administrator will be valued and recognised. We offer a supportive work culture that prioritises employee growth, providing opportunities to enhance your skills in Sage and Excel while enjoying the flexibility of part-time hours. Located in a friendly environment, our team fosters collaboration and encourages a healthy work-life balance, making it an excellent place for meaningful employment.
