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Job description

An exciting opportunity to join a Wealth Management and SJP Partner Practice as an administrator.

The firm are looking for an administrator who can provide support to the adviser team so that they are able to discharge their responsibilities to their existing clients and prospective clients.

The Company:

• An SJP Partner Practice with over 20 years experience in the industry
• A medium sized firm in a period of expansion
• Based in Nottingham​
• A supportive client focused environment ​
• The firm like to help people grow and progress with them.

The Role:

• Maintaining an effective diary system to ensure that clients are offered review meetings at the appropriate time
• Preparing review packs and making contact with clients to arrange review meeting dates.
• ensuring client records are maintained on the company's client management system.
• Dealing with obtaining information in relation to client's holdings and other investments / pensions held out side of the firm.
• Dealing with ad-hoc client requests and queries.

The Benefits:

• Salary of up to £24,000 pa
• 35 hours a week
• Hybrid role with 2-3 days working from home
• Pension scheme
• Death in service 4x salary
• Private medical insurance
• Qualification support provided
• Progression support into other roles within the company
• On-site parking

If you are interested, apply now!

Job Types: Full-time, Permanent

Salary: £20,000.00-£24,000.00 per year

Benefits:

• Company events
• Company pension
• Private medical insurance
• Sick pay

Schedule:

• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus scheme

Ability to commute/relocate:

• Nottingham: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Please provide your best email address.

Work Location: Hybrid remote in Nottingham

Reference ID: 13817888258