Wealth Management Administrator

A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.

Requirements

• Experience in administration within financial services, e.g. working within an IFA practice
• Technical administration within pensions, investments or insurance
• Strong understanding of financial products and processes
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Strong organisational skills and ability to prioritise
• Professional, reliable and positive attitude
• Confident using MS Word and Excel
• Ability to maintain confidentiality and work well within a team

Benefits

• Quarterly bonus scheme
• 5% pension contribution
• 23 days holiday + bank holidays (additional days awarded with service)
• Option to buy or sell annual leave
• Group life cover
• Group income protection
• Support for industry exams and ongoing professional development
• Regular training refreshers and progression pathways
• Wellbeing package