Join an exceptional team of financial advisors as a Wealth Administrator, where you will provide a high quality and 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 customer due diligence 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
We are an equal opportunity employer and value diversity at all times.