At a Glance
- Tasks: Provide essential admin support to a busy Wealth Administration team.
- Company: Join a successful Financial Advice Intermediary with a vibrant office culture.
- Benefits: Enjoy great facilities, social events, and an annual overseas incentive.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
- Why this job: Kickstart your career in finance while making a real impact on clients' wealth.
- Qualifications: Experience in financial administration is a plus, but full training is provided.
The predicted salary is between 25000 - 35000 £ per year.
THIS IS AN OFFICE BASED ROLE AND IS NOT HYBRID OR REMOTE.
YOU MUST BE COMMUTING DISTANCE TO FAREHAM.
My client is a successful Financial Advice Intermediary, focusing on Wealth management / pension / investment / mortgage planning / insurance advice They already manage over £200m of client assets, and are now looking for somebody to join their busy Wealth Administration team.
The Wealth Administration team has 4 people in its department and looks after 7 Financial Advisors.
The office is busy but has great facilities to relax (Pool Table, Break out area with TV, Café, the ability to join the Office gym for a monthly cost.) The company socialise regularly, and there is an annual overseas incentive.
They also participate in regular charity work.
The Job Role will include the following duties; - Providing administrative support across the business -Processing business -Completing basic suitability letters - Maintaining and adding data to the back-office IT system - Answering the telephone - Scanning, photocopying and verifying documents - Answering and replying to emails - Liaising with clients - any other administration or support as required Full Training will be given in order to complete the above duties to the best of your ability.
Ideally, we are seeking somebody who has experience of processing new business within a financial se...
Wealth Administrator in Hampshire employer: HoneyPot People Ltd
As a leading Financial Advice Intermediary based in Fareham, we pride ourselves on fostering a dynamic and supportive work environment for our Wealth Administrators. With excellent facilities, regular social events, and a commitment to employee development through comprehensive training, we ensure that our team members thrive both personally and professionally. Join us to be part of a close-knit team that values collaboration and community involvement, making your career in wealth management both meaningful and rewarding.
