Financial Services Administrator - Wealth Management

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

Job summary

A well-established and reputable wealth management firm is seeking a skilled Financial Services Administrator to enhance their team. This full-time in-office role offers an excellent opportunity to work in a professional environment that values expertise and efficiency. The ideal candidate will have at least two years of experience in the wealth management sector, showcasing strong organisational and administrative abilities. Join a company that prioritizes client satisfaction and supports financial planners in delivering top-notch services.

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

Job Title: Financial Services Administrator

A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. This is an in-office role (5 days a week).

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

Additional Information

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

Industry

Staffing and Recruiting