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Back to jobs Admin Assistant to Wealth Management Team
  • Shrewsbury, Shropshire
  • £18,750 to £23,000
  • (Permanent)
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Admin Assistant £18,750-£23,000 (dependent upon qualifications & experience)

Full Time (may consider Part Time applicants min 28 hours per week)

This is an exciting opportunity to join a growing, vibrant and innovative business operating within the Wealth Management, Financial Planning and Employee Benefits sectors - committed to providing first class customer service and fast track growth and expansion. There are plenty of opportunities for career progression.

As a vital member of their team you will be based at their head office in Shrewsbury, working alongside a small team of very positive, experienced and dedicated Compliance Professionals, Wealth Managers & Financial Advisers.
Experience of working within the Financial Service sector; some generic knowledge relating to Pensions, Annuities & Investments; and an understanding of Anti Money Laundering and Data Protection legislation and FCA regulation are preferable but not essential.

You will be required quickly to:
- gain a full understanding of all Company compliance procedures and standards;
- operate data management systems to ensure the proper recording and analysis of data (knowledge of Intelligent Office would be an advantage).

The role requires:
- Strong judgement and critical thinking skills
- The ability to work independently and challenge effectively
- Strong organizational and time management skills
- Excellent verbal, written, and interpersonal communication skills
- The ability to research and assist in the compilation of client reports.

Full training will be provided.

Salary: £18,750-£23,000 (dependent upon experience), 6% Employers Pension contribution, up to 33 holidays per annum & a raft of other Amazing Benefits.

Next step:
If you think this job is the next step in your career, please click on apply now and send them your CV