SWIFTSURE WEALTH MANAGEMENT  Salary

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1 CHURCH HILL KNUTSFORD WA16 6DH ENGLAND
TIN: 13147346
 Finance and Insurance
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SWIFTSURE WEALTH MANAGEMENT
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SWIFTSURE WEALTH MANAGEMENT is looking for employees for positions:

client administrator

  • client administrator

Working hours

  • full-time

Responsibility

  • we are a well-established Wealth Management company providing financial services for both private and corporate clients
  • an excellent opportunity has arisen for an experienced financial administrator to join our fast paced client servicing team
  • delivering administrative and technical support to the Partners & Advisors, covering a broad range of daily tasks
  • an understanding and knowledge of Wealth Management products would be beneficial and specific St
  • james's Place experience would be very advantageous
  • liaise with Head Office and admin centres as required
  • ensure all information required for writing client reports is available to the paraplanners and packaged accordingly

Requirements

  • administrative: 1 year