Part time - Administrator – Wealth Management

Central London
£30000 - £40000 per annum, Benefits: Great benefits!
24 Apr 2019
09 May 2019
BSPARTTIME17532
Bertie Siggers
Administrator
Banking / Finance
Permanent
Full Time
Wonderful Permanent Part-Time Opportunity

Administrator – Wealth Management

City Of London  

£30,000 - £40,000 pro rata 

An amazing opportunity has arisen for someone who is looking for a part-time role working for a very successful, well-established wealth management firm in the family office department.

 The Role
  • Offering support to the Director when needed
  • Onboarding new clients onto the system
  • Completing application forms for external data requests
  • Liaising with various departments within the company
  • Assist and prepare with PowerPoint presentations
  • Dealing with non-critical and non-regulatory information with clients and prospects
The Candidate
  • Experience in the financial sector, ideally for a Bank or Wealth Management
  • Proficient in Word and Excel
  • Understanding the basic requirements of FSMA and other relevant regulatory bodies
A perfect opportunity for someone looking to work 2/3 days per week!