Financial Services Administrator - Wealth Management

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

Job summary

An established industry player in wealth management seeks a skilled Financial Services Administrator to enhance their team. This role requires at least two years of experience in a wealth management firm, showcasing strong organisational and administrative skills. You will be instrumental in managing client queries and providing essential support to financial planners. Join a reputable firm that values expertise and efficiency, offering a professional environment where your contributions will be recognized and appreciated.

Qualifications

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

Responsibilities

• Manage client queries effectively.
• Support financial planners in their tasks.

Skills

Organisational skills

Administrative skills

Client management

Job description

Job Description

Financial Services Administrator - Wealth Management

Salary: £22,000 - £30,000

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.

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.