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Posted about 1 year ago

Join an exceptional team of financial advisors as a Wealth Administrator, where you will provide a high quality, professional administrative service to a portfolio of clients.

If you have the talent and ambition, then this company can provide you with both a totally unique opportunity, and also the encouragement and support to drive your development throughout your career.

Responsibilities will include:

  • Administering a portfolio of clients

  • Processing new business, including carrying out CDD checks and completing account opening and closing forms

  • Keeping up to date with changes in regulatory requirements, to ensure compliance at all times

  • Building strong working relationships with clients

  • Performing valuations, sending these out to clients and arranging for sign off on completion

Experience and skills required:

  • Minimum 5 years’ financial services administration experience

  • Ideally hold an investment or pension qualification

  • Excellent client servicing skills

  • Good understanding of Jersey and UK pension and investment valuations

  • High level of accuracy and attention to detail

 If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.