Wealth Management Administrator – Wirral – £18,000 – £21,000

Date Posted
Aug, 14 2019
Job Type
£18000 - £21000 per annum

Wealth Management Administrator – Wirral – £18,000 – £21,000

They are expanding their team!

The company are looking for a Wealth Management Administrator who has experience within an IFA Practice or Wealth Management company.

Duties and responsibilities include:

  • Processing new business applications
  • Producing client reviews and valuations
  • Liaising with clients and advisers
  • Inputting new business
  • Ensuring new and existing records are kept up to date


  • 1-2 years Wealth Management experience
  • Ability to work full-time

In favour, the company will provide an excellent salary (dependent upon experience), a range of company benefits as well as very good working conditions.

Please submit your CV or contact Phil Gordon on 0151 601 6000/ 07557 043 246

Zoot Recruit has now re branded to Prestige Recruitment Group who are specialist Financial Services and Insurance recruiter based in Liverpool, but we cover vacancies all over the North West & Wales. Our current team boasts over 60 year’s specialist recruitment experience between us.

Please visit our website www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup

We receive so many applications that in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

PLEASE NOTE: Unfortunately due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.

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