Wealth management administrator Work, Jobs in Poole, Eng (with Salaries)

Wealth Management Administrator
Grove Wealth Management Ltd —Christchurch
- £24,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
Quick apply

Related jobs to explore

Based on your search for wealth management administrator

Property / Lettings Administrator
Adam Liddle Properties | Bournemouth & Poole Estates —Poole
Full UK driving licence preferred. Experience within lettings, property management, or residential administration. Responding to tenant enquiries by email.
£17 - £21 an hour
Quick apply
6d
Fleet Administrator
U-Drive —Poole
Confident in managing incoming telephone calls and email correspondence in a prompt and professional manner. Established 40 years ago, U-Drive is a family-owned…
£30,580 a year
Quick apply

I want to receive the latest job alerts for wealth management administrator in poole, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management administrator jobs near poole, eng

Operations Manager jobs in Scotland

Clinical Data Manager jobs in London

Wealth Manager jobs in London

Transport Manager jobs in Kent

Wealth Manager jobs in Remote

Wealth Management Administrator

Grove Wealth Management Ltd
Christchurch

Quick apply

Job details

Full-time
£24,000 - £27,000 a year

Benefits

Company pension

Qualifications

Microsoft Word
Microsoft Excel
Management
Salesforce
Microsoft Office
IT
Financial services
Communication skills

Full job description

About Us

Grove Wealth Management is a long established senior partner practice of St. James's Place Wealth Management. We offer a personal, bespoke service to individual and corporate clients. We pride ourselves on delivering tailored financial solutions, ensuring our clients achieve their long-term financial goals. We are seeking a motivated Financial Administrator to join our team in Christchurch, Dorset.

Overview
We are seeking an exceptionally organised and detail-oriented Financial Administrator who is passionate about getting things right first time. This is a fantastic opportunity for a candidate with experience in the wealth management sector.

Duties

Communication with third party providers to submit Letters of Authority and obtain policy information as required by the Advisors.
Financial Record Management: Maintain, update, and manage client financial records efficiently and accurately.
Administrative Support: Provide administrative support to our financial advisers, including document preparation, and data entry.
Reporting: Assist in generating financial reports, client documentation, and meeting file preparation as needed.
Client Liaison: Interact with clients as required, ensuring all communications and queries are handled professionally.
Compliance Support: Help ensure all processes are in line with regulatory requirements and internal policies.

Key Skills & Experience

Proven experience in a financial administration role or similar position.
Attention to Detail: High levels of accuracy are required, particularly when handling financial information.
Excellent Communication Skills: You will be in contact with both clients, external providers and colleagues, so clear and professional communication is vital.
IT Skills: Strong proficiency in Microsoft Office, Salesforce, OneNote, Word and Excel, and familiarity with other financial software (eg, FE Analytics) is beneficial.

Why Join Us?

Immediate start, in person training and online learning provided .
Ongoing training & professional development
A friendly, collaborative and supportive team environment

How to Apply

If you are passionate about financial administration and enjoy data management, please apply now to Grove Wealth Management Ltd.

Please note that a Public Information Identity Check will be undertaken if the position is offered to you. The check confirms identity and establishes any adverse financial records.

Job Type: Full-time

Pay: £24,000.00-£27,000.00 per year

Benefits:

Company pension

Experience:

Wealth Management: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

wealth management administrator jobs in poole, eng

Wealth Management Administrator

Related jobs to explore

I want to receive the latest job alerts for wealth management administrator in poole, eng

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected