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