Financial Services Administrator - Wealth Management

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

Job summary

An established industry player is seeking a skilled Financial Services Administrator to enhance their wealth management team. This role requires a minimum of two years' experience in a similar environment, showcasing strong organisational and administrative skills. You will be pivotal in managing client queries and providing essential support to financial planners. Join a reputable firm that values expertise and efficiency, and take the next step in your career within a professional and supportive environment.

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.

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.