Financial Services Administrator

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    Whateley Wealth Management Ltd

    Financial Services Administrator required

    Whateley Wealth Management Ltd have an exciting opportunity for a full-time Financial Services Administrator (37.5 hours per week). Based in Cotteridge (B30 2EP).

    ·       You will be responsible for providing general administration support to an Independent Financial Adviser.

    ·       Maintain client and policy records through the client management system

    ·       Liaise with product providers

    ·       Prepare client files in preparation for the adviser to meet with clients

    Salary – £14,500 – £16,500 per annum (depending on experience)

    If you are interested in this new opportunity, please email your C.V. with a covering letter to Nasreen Akhter – Naz@whateleywm.co.uk