Administrator - Wealth Management Firm

Robinson Financial Careers

Pontypool

A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.

The Role

Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.

You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.

There will be client contact, but you are not authorised to give advice.

The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.

This is an exciting opportunity for a responsible... More Detail

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