Job Role

We are currently looking for a Wealth Administrator, to join a growing organisation who offer excellent opportunities to progress your career.

Responsibilities

• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers
• Dealing with clients both on the telephone and face to face
• Dealing with complex cases, creating reports to accurately articulate the advice provided
• Researching, creating compelling, accurate and professional reports for client

Qualifications

• Efficient in problem solving
• Ability to analyse information with a critical mind set
• Proven experience in decision making
• Ability to build relationships with key stakeholders
• Technically proficient

The ideal person

Looking for a bright enthusiastic individual, needs to be a team player but also able to work under own initiative.

Benefits

• Company pension scheme
• Death in service
• 25 days annual leave
• Flexible Benefits
• Birthday as an additional day off
• Opportunity to purchase additional holidays.
• Enhanced family friendly policies
• Cycle to work scheme

Equal Opportunities

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.