We are seeking an experienced administrator for our Trowbridge office

By Lindsey Wilkins Posted 4 January 2018

Monahans Wealth Management - Client Relations and Operations Support

Monahans Wealth Management (MWM), Chartered Financial Planners, are currently seeking an experienced administrator to join their team in the Trowbridge office.

MWM, part of the MHA Monahans group with eight office in the South West, offers a range of services to clients, including investment and Portfolio Management, Retirement Planning, and Inheritance Tax Planning.

The ideal candidate will demonstrate excellent administrative skills, by acting as first point of contact to clients and insurance companies.

The key duties include:                                                                           
•  processing new business
•  maintaining the client database
•  building and developing effective client relationships
•  dealing with queries
•  preparing the adviser for client meetings.

It is likely that you will have experience in a financial services business, excellent organisational, technical and communication skills, as well as being computer literate.  As a member of a busy team, you must demonstrate an excellent telephone manner, being able to take the initiative, and the ability to work without supervision.  A knowledge of Adviser Office (IRESS), Wrap platforms, Microsoft Word and Excel would be an advantage.  MWM will support you in gaining professional qualifications.

If you believe you have the necessary skills and experience to fulfil this role, please forward your current CV and covering letter to recruitment@monahans.co.uk.

Closing date: 12th January 2018

No agencies please.

We may not be able to respond to your application promptly, due to the high volume of applications. Please assume if you have not heard from us over the next few weeks, that you have not been successful on this occasion. We would like to thank you for your interest in Monahans Wealth Management.

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Client testimonial

This is my second event with Debbie and once again it was very formative and very good. Debbie's knowledge and enthusiasm shines through and I've certainly come away with food for thought!

Kirsty Pristo, Westminster Insurance