Wealth Administrator - #2085171

Ferguson Dean


Date: 5 hours ago
City: Liverpool
Salary: £20,000 - £35,000 / year
Contract type: Full time
Work schedule: Full day
Ferguson Dean

A leading national Consultancy practice are looking to recruit a Wealth Administrator to join their team. Working in a team of five you will be reporting directly to the regional Operations Manager. You will assist the paraplanning and compliance teams as required. Full study support will be provided and the firm are keen on moving people internally to other roles, showing the potential for professional development.


Duties will include


  1. Undertaking full administrative duties as required
  2. Liaising with external stakeholders and providers.
  3. Undertaking account opening.
  4. Chasing commissions and documents as required.
  5. Assisting paraplanners with research and report writing as required.
  6. Attending meetings as needed.


In return you will receive competitive salary, bonus, benefits package and full study support.

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