Wealth Management Admin & Compliance Support (Hybrid)

Wealth Management Admin & Compliance Support (Hybrid)

Full-Time 40500 - 49500 Β£ / year (est.) Home office (partial)
TIME Appointments Ltd

At a Glance

  • Tasks: Provide admin support to financial advisors and manage client records efficiently.
  • Company: TIME Appointments Ltd, a dynamic firm in financial services.
  • Benefits: Hybrid working after probation, competitive salary, and supportive team environment.
  • Other info: Opportunity for career growth in a fast-paced industry.
  • Why this job: Join a growing team and gain valuable experience in the financial sector.
  • Qualifications: Strong organisational skills and attention to detail required.

The predicted salary is between 40500 - 49500 Β£ per year.

TIME Appointments Ltd is recruiting a Financial Services Administrator to support Independent Financial Advisors.

The role delivers efficient, compliant admin support to the firm's consultants and ensures accurate client records and timely processing of premium payments.

The successful candidate will liaise with clients, providers and head office, preparing illustrations and assisting with suitability reports.

Hybrid working is available after probation.

#J-18808-Ljbffr

Wealth Management Admin & Compliance Support (Hybrid) employer: TIME Appointments Ltd

Join a prestigious brand that prioritises employee well-being and development, offering an exceptional work culture where your contributions are valued. As a Procurement & Supply Manager, you will enjoy a competitive salary and an outstanding benefits package, including generous annual leave, performance bonuses, and opportunities for career progression. Located in a thriving region, this role provides a unique chance to flourish within a supportive environment that champions innovation and collaboration.

TIME Appointments Ltd

Contact Details:

TIME Appointments Ltd Recruitment Team

We think you need these skills to ace Wealth Management Admin & Compliance Support (Hybrid)

Administrative Skills
Compliance Knowledge
Client Liaison
Record Keeping
Premium Payment Processing
Illustration Preparation
Suitability Report Assistance