Financial Services Administrator - Wealth Management

Focus Search & Selection; Coventry; On-site; GBP 22,000 - 30,000; Full time

Job summary

An established wealth management firm is seeking an experienced Financial Services Administrator to enhance their professional team. This role offers a unique opportunity to contribute to a reputable organization that prioritizes expertise and efficiency. As a key member of the team, you will manage client queries and provide essential support to financial planners, ensuring smooth operations within the firm. If you have a passion for finance and a strong administrative background, this position could be the perfect fit for you.

Qualifications

• Minimum of two years’ experience in a wealth management firm.
• Strong organisational and administrative skills.

Responsibilities

• Manage client queries and support financial planners effectively.
• Provide administrative support within the wealth management team.

Skills

Organisational Skills

Administrative Skills

Client Management

Job description

4 weeks ago Be among the first 25 applicants

In office work (5 days a week)

A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team.

Salary: £22,000 - £30,000

Requirements

• Minimum of two years’ experience working within a wealth management firm (essential)
• Strong organisational and administrative skills
• Ability to manage client queries and support financial planners effectively

This is an excellent opportunity to join a professional and highly regarded firm that values expertise and efficiency.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Staffing and Recruiting