Administrator - Wealth Management

Square Peg Associates; Burnley; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm based in Burnley is seeking an experienced Administrator to support Wealth Planners and Advisers. This office-based role requires excellent organizational skills and the ability to build strong client relationships. The firm offers competitive salary, generous benefits including 25 days annual leave, and great career progression opportunities. Join a growing team and enhance your career in a supportive environment.

Benefits

25 days annual leave plus Birthday off

Company Maternity and Paternity Pay

Pension scheme

Study Days for relevant examinations

Onsite Free Parking

Qualifications

• Experience in Financial Services or a recent graduate with transferable skills.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced, team-oriented environment.

Responsibilities

• Support Wealth Planners and Advisers in administrative tasks.
• Maintain accuracy of the client information database.
• Build strong relationships with clients.

Skills

Organisational skills

Client relationship management

Attention to detail

Job description

Administrator - Wealth Management

Competitive Salary, negotiable and realistic for the experience level. (Applications are welcome from established Financial Services Administrators or New or Graduate Level Administrators that have the core competencies for the role)

Office based role 9am – 5pm, within stunning offices. 35 hours a week.

Excellent benefits including 25 days annual leave plus Birthday off, Company Maternity and Paternity Pay, Pension scheme, Study Days for relevant examinations. Onsite Free Parking.

Career progression – as a growing business, there are amazing opportunities for progression with the support you need to reach your career goals including sponsorship for qualifications. You will also receive a pay review annually with performance linked pay increases.

Company – our client is a leading financial planning and wealth management business’ who provide wealth management and financial planning services to individuals and corporate clients.

Due to their continued growth, they now have a fantastic opportunity for an organised and competent Administrator to join the team. In this fast paced and varied role, you will work as part of a highly effective administration team supporting the Wealth Planners and Advisers to ensure delivery of an excellent service and outstanding outcomes for the clients.

The role

The primary purpose of the role is to work as part of the Admin Support Specialist team to enable Succession Wealth Planners to maintain and develop a portfolio of both high net worth and local clients. This is achieved through building good client relationships and delivering the best solutions. The role holder is also expected to ensure that the client information database is accurate at all times.