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Administrator - Wealth Management

Location: BLACKBURN, LANCASHIRE Salary: 16000.00 - 18000.00 GBP Per Annum, inc benefits
Sector: Business Support Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3080193
Are you an experienced administrator looking for your next challenge?

Reed Business Support is recruiting on behalf of a vibrant, dynamic and fast-growing firm of chartered accountants in the Blackburn area that has an opportunity for an Administrator to join their busy offices on a permanent basis.

Responsibilities and duties within the wealth management department include:
• To undertake administrative duties
• To deal with all post
• To update databases for permanent/client contact data
• To set up new clients using various software applications
• To draft routine correspondence
• To assist in the organisation of seminars and other events
• To act as a point of contact on the telephone for our clients and to arrange client meetings
• To assist with the processing of investments and pension schemes
• To extract information from our providers

Our ideal candidate will have:
• Will have experience in an administrative role within a Wealth Management team
• Have excellent verbal and written communication skills
• Have good organisational skills
• Have knowledge of recognised software applications (Word, Excel, Outlook).

Working hours are Monday – Friday 8.45am – 5pm with 1 hour lunch break (36.25 hours a week).

Salary: £16,000 - £18,000 (dependent on experience).

Benefits include: 23.5 days holiday + 8 bank holidays, free onsite parking, flexible benefits scheme, employer pension contribution (6%) and death in service benefit.

Should you be interested in this role and have the relevant experience, please reply to this advert with your up to date CV attached or email

Please note that due to high volumes, only short listed candidates will be contacted for a first stage telephone interview with a view to arranging a face to face interview. If you don't receive a call from us, unfortunately you haven't been short listed on this occasion.

Know anyone who may be interested? Reed offer £50s worth of shopping vouchers for successful referrals.

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