Wealth Management Admin Trainee in Leicester

Wealth Management Admin Trainee in Leicester

Leicester Trainee 19350 - 23650 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support Client Relationship Managers with data tasks and client information management.
  • Company: Dynamic financial services company in Leicester with a supportive culture.
  • Benefits: Gain valuable experience and enjoy career development opportunities.
  • Why this job: Kickstart your career in finance while working in a collaborative environment.
  • Qualifications: GCSEs in Maths and English, strong organisational skills, and tech-savviness.

The predicted salary is between 19350 - 23650 Β£ per year.

A financial services company in Leicester is seeking a Full-time Administrator for their Wealth Management support teams.

The role involves supporting Client Relationship Managers by handling data-focused tasks, preparing valuations, and managing client information with accuracy.

Ideal candidates should have GCSEs including Maths and English, strong organizational skills, and be comfortable with multiple systems.

This is a chance to gain valuable experience in a supportive environment with career development opportunities. #J-18808-Ljbffr

Wealth Management Admin Trainee in Leicester employer: Mattioli Woods

Mattioli Woods is an exceptional employer, offering a structured 12-month Financial Adviser Academy that transforms trainees into confident financial advisers. With a fully salaried model, genuine one-to-one mentorship, and real client experience, we foster a supportive work culture that prioritises employee growth and development. Located in a vibrant area, our team enjoys a collaborative environment that encourages innovation and personal achievement.

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Contact Details:

Mattioli Woods Recruitment Team

We think you need these skills to ace Wealth Management Admin Trainee in Leicester

Data Management
Valuation Preparation
Client Information Management
Organisational Skills
Attention to Detail
Mathematical Skills
English Proficiency