Financial Planning Admin & Client Services Specialist

Prestige Recruitment Group; Mold; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Excellent benefits

Training & progression

Supportive team

Job summary

Prestige Recruitment Group in North Wales is seeking an experienced Financial Planning Support Administrator to join a growing financial planning firm. The role involves supporting Financial Advisers and Paraplanners, with responsibilities across the client journey and a focus on compliance.

The ideal candidate will have financial services administration experience, ideally within wealth management or an IFA, and will be highly organised with strong client service skills.

Qualifications

• Experience in financial services administration is essential.
• Experience in wealth management or IFA preferred.
• Highly organised with excellent attention to detail.
• Strong communication and client service skills.

Responsibilities

• Process and submit new business.
• Liaise with product providers and platforms.
• Maintain accurate client records and back-office systems.
• Prepare documentation for client reviews.
• Support advisers and paraplanners with daily administration.
• Ensure compliance with company policies and regulations.

Skills

Financial services administration

IFA / wealth management experience

Attention to detail

Client service skills

Job description

Prestige Recruitment Group in North Wales is seeking an experienced Financial Planning Support Administrator to join a growing financial planning firm. The role involves supporting Financial Advisers and Paraplanners, with responsibilities across the client journey and a focus on compliance.

The ideal candidate will have financial services administration experience, ideally within wealth management or an IFA, and will be highly organised with strong client service skills.