Financial Services Administrator - Wealth Management

Alderley Park Recruitment; Alderley Edge; On-site; GBP 25,000 - 28,000; Full time

Job summary

A reputable wealth management firm is seeking a Financial Services Administrator to support their office in Alderley Edge. The ideal candidate will be professional, organised, and passionate about client-focused roles in the financial planning industry. This full-time position offers an annual salary ranging from £25,000 to £28,000, depending on experience.

Qualifications

• Experience in financial services is advantageous.
• Strong organisational skills are essential.
• Ability to work effectively in a team.

Responsibilities

• Assist with client communications and administration in wealth management.
• Support the financial planning process.
• Manage various administrative tasks.

Job description

Overview

Financial Services Administrator - Wealth Management

Location: Alderley Edge, Cheshire
Salary: £25,000 - £28,000 (depending on experience)
Type: Full-time, Office-based

An established and respected independent wealth management firm in Alderley Edge is looking for a professional and organised Financial Services Administrator to join their friendly team.

This is an excellent opportunity for someone who enjoys a varied, client-focused role and wants to develop their career within the financial planning and investment industry.