JJ SEARCH LTD
Financial Services Administrator , Worcester
Job Location
Worcester, United Kingdom
Job Description
TheCompany: OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedinWorcester. TheRole: ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany. TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance).Someexperienceworkingwithclientsystemswouldbeuseful. TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning. TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents. TheFinancialServicesAdministrator willmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions. TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingXplanandVoyant. TheCandidate: 1-2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrole-anyindustry. Arealinteresttoworkinthewealthmanagementsector. Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment. Well-developedinterpersonalskills,andteamplayer ProficientinITSkillsandcompetentintheuseofMSOfficesoftware
Location: Worcester, West Midlands, GB
Posted Date: 8/21/2025
Location: Worcester, West Midlands, GB
Posted Date: 8/21/2025
Contact Information
| Contact | Human Resources JJ SEARCH LTD |
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