Our busy Wealth Management Department is looking to recruit a full-time Administrator.

Duties include: – Working with advisers, clients, providers and other third parties – Standard research, illustrations and quotes – Reviewing and maintaining existing arrangements – Utilising relevant technological tools in researching client’s options – Preparing client reviews – Diarising events throughout the business cycle – Ensuring that the back office system records are fully updated The successful candidate will already have a minimum of 3 years current experience in financial services and preferably industry related qualifications. A good knowledge of the Intelliflo back-office system is also desirable. The role involves helping advisers on a broad range of products so exposure to a variety of areas is highly desirable including pensions, investments,



tax planning and protection.

This role will suit a passionate and self-motivated individual, who can pick things up quickly, be eager, conscientious, have valuable time management skills, the ability to work under pressure, excellent written and verbal communication skills and have an eye for detail achieving a high degree of accuracy. It is absolutely imperative that the successful candidate has a solid understanding of the need for first class customer service. We are offering an attractive competitive salary (dependent on experience).

If you feel you meet the requirements of this position, please email your CV to Sue Corcoran at [email protected].

📌 Wealth Management Administrator (Roorkee)
🏢 Wealthcare
📍 Roorkee