Position Overview & Specifications
We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Cheltenham to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and offices across the UK.
They are now seeking to recruit an Administrator who can join one of their growing teams. The role will focus on supporting the overall wealth management team.
Duties include:
- Preparing and issuing client review packs to Advisers in advance of client meetings
- Undertaking analysis
- Opening and handling client post
- Administer Bed and ISA transactions and annual realignment
- Accurately input new enquiry information onto the internal system
To be considered:
- Experience within a Financial Services environment
- Attention to detail & ideally experience using Microsoft products i.e. Excel
This is a great opportunity to join a national organisation who value their staff. You will be provided with full on the job training & support, help with market exams and opportunities to progress. Individuals from a Financial Services background would be preferred or a graduate who is looking to move into the FS industry.
About MB Fitzgerald
CEO: Benjamin Holmes
Revenue: $1 to $5 million (USD)
Size: 1 to 50 Employees
Type: Company - Private
Website: www.mbfitzgerald.co.uk
Year Founded: 2013