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Wealth Management Administrator - leading independent practice

Zoek Pin - Lymington, Hampshire, England

Permanent (Full time)

Due to growth in it's South Coast branch my client, a leading Independent Investment Manager, currently seek a talented Administrator to join their friendly team. This is a busy role and will involve supporting the Branch principal and colleagues. Duties will include: Providing administrative support to the Branch Manager and wider Investment Management team. Providing a high level of service to both new and existing clients. Administrative duties including data input, typing of correspondence, maintenance of databases and processing of invoices . Administration of client transactions and arranging execution only deals. Producing and despatching client valuations within required time-scales Ensuring all work remains compliant Applicants must have a background in either the Wealth Management or Investment sectors with proven experience in providing a high level of support to colleagues and clients. You will possess excellent communication skills both written and verbal, along with a keen eye for detail and good numeracy skills. This is a great opportunity to join one of the most highly regarded Independent Wealth Managers offering a stable and friendly working environment and generous remuneration package

Posted 1 days ago

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