Wealth Management Administrator

Description

Are you an experienced Wealth Management Administrator looking for your next opportunity in a supportive and professional environment? Our client, a highly reputable and well-established Wealth Management firm based in the City of London, is seeking a proactive and detail-oriented administrator to join their close-knit team.

This is a fantastic opportunity to join a dynamic financial services practice, working alongside two successful and experienced Financial Planners. If you’re coming from an IFA (Independent Financial Adviser) firm or similar wealth management practice, this role could be the perfect next step in your career.

Key Responsibilities:

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Provide full administrative support to two Financial Planners.

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Manage client documentation, onboarding, and compliance tasks.

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Liaise with product providers and maintain accurate client records.

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Prepare client review packs and assist with reporting and valuations.

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Ensure the smooth running of day-to-day operations within the practice.

Requirements:

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Previous experience within a Wealth Management or IFA firm is essential.

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Strong administrative skills and excellent attention to detail.

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Confident communicator with the ability to liaise professionally with clients.

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Proficient in using financial services platforms and CRM systems.

What’s on Offer:

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Competitive salary between £24,000 and £40,000 per annum, depending on experience.

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Supportive, friendly working environment with career development potential.

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Opportunity to work closely with experienced financial planners and gain valuable exposure in a growing firm.

This is a fantastic opportunity for someone with administration experience in the Wealth Management Industry. If you want to work for a company that puts employee development first, has a clear career path and promotion ladder, helps towards diploma qualifications then please apply now in order to be considered

Ad ID: 5416917318