At a Glance
- Tasks: Support Financial Planners by preparing client documentation and processing new business.
- Company: Established wealth management practice with a focus on client services.
- Benefits: Strong salary, enhanced pension, private medical insurance, and work/life balance.
- Other info: Opportunities for career growth in a dynamic and rewarding environment.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 24750 - 30250 £ per year.
Thompson & Terry Recruitment's client is a well-established wealth management practice based in Hambledon. They are seeking an experienced Financial Services Administrator to support a team of Financial Planners, preparing client documentation, processing new business, liaising with providers, and maintaining accurate client records.
This role offers a strong basic salary with an enhanced pension, private medical insurance and a clear commitment to work/life balance, plus opportunities for growth.
Wealth Management Administrator | Client Services Pro in Waterlooville employer: Thompson & Terry
Thompson & Terry Recruitment's client is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development in the heart of Hambledon. With a competitive salary and a comprehensive benefits package, including enhanced pension and private medical insurance, this financial planning business fosters a supportive environment where innovative ideas are encouraged and valued, making it an ideal place for professionals seeking meaningful and rewarding careers.
