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Wealth Management Administrator

  • Salary: £22000 - £25000 per annum + Benefits Package, Free Parking
  • Location: West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    12 Jul 2018
  • Job reference: 31228

Are you currently working in an wealth management environment looking to work for an award-winning practice who deals with individuals with over £1 Million to invest? Are you looking for a business who have an open-door policy and will train and develop your understanding with one on one support and guidance?

My client are based in the heart of West Yorkshire and are looking for an experienced Wealth Management Administrator to join their growing team. The business have triumphed through a decade of growth and only see this achievement within the forecast of the company. The team you would be based in have a relaxed approach and are trusted to work within agreed timescales with keen eye to detail.

The business are looking for individuals with strong values around client services and care, further to this individuals with impeccable telephone skills and individuals who would deal well face to face with client engagement. The role has a technical background where you will be dealing with Discretionary Fund Managers, SIPP pension schemes, trusts, charities, IHT and drawdown therefore experience in these areas are key.

In reward you will be offered a basic salary of up to £25,000 with a corporate employee benefits package, free parking, company socials, learning and development including CII examinations as well as corporate events and seminars.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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