Job Overview

Apply now A superb opportunity has arisen to join an established and reputable Invesment Management firm as a Trainee Wealth Management Administrator. The main focus of the role is as follows: Process new business from pre-sales through to policy documentation stageCommunicate and liaise with the Directors of the company and other sales agents as directed to ensure all client trade instructions are recorded in a central databaseDetail and keep record of all client transactions, (including, but not limited to, client servicing, client trade instructions)Provide regular reports on business activities and case management to the Directors as required In order to be considered for this position, suitable applicants must possess the following: Evidence of exposure to Wealth Management either through qualifications or employment.top level accuracy and attention to detailExcellent communication skills and the ability work with both clients and various providersBe team orientated and able to work within a close knit teamEducated to degree level or equivalent. In return you can expect a friendly working environment and excellent progression opportunities. Apply today for further information!

Key Requirements

Communication Skills Pensions Wealth Management Investment Administration Sales Support