Financial Services Administrator – Wealth Management

Prestige Recruitment Group; Mold; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Excellent benefits

Training & development

Job summary

Prestige Recruitment Group is seeking an experienced Financial Services Administrator for a Wealth Management environment in North Wales. The role focuses on supporting Financial Advisers and Paraplanners across the client journey, handling new business, record keeping, and documentation for reviews.

You will work to high standards of compliance, with a clear path for training and development within a professional team.

Qualifications

• Previous financial services administration experience.
• Ideally from an IFA, wealth management or financial planning background.
• Strong organisational skills and excellent attention to detail.
• Professional communication and client service skills.

Responsibilities

• Processing new business and liaising with providers and platforms.
• Maintaining accurate client records and back-office systems.
• Preparing documentation for client reviews.
• Providing day-to-day support to Advisers and Paraplanners.
• Ensuring administration is completed accurately and in line with compliance requirements.

Skills

Financial services administration

Attention to detail

Organisational skills

Professional communication

Job description

Financial Services Administrator – Wealth Management

Flintshire, North Wales | £25,000 - £32,000 + Benefits

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and well-established financial planning firm in North Wales.

This role would suit someone with IFA, wealth management or financial planning administration experience who is looking to join a professional team and build a long-term career within financial services.

The Role

Working closely with Financial Advisers and Paraplanners, you’ll play an important role in supporting the smooth running of the client journey, including:

• Processing new business and liaising with providers and platforms
• Maintaining accurate client records and back-office systems
• Preparing documentation for client reviews
• Providing day-to-day support to Advisers and Paraplanners
• Ensuring administration is completed accurately and in line with compliance requirements

About You

• Previous financial services administration experience
• Ideally from an IFA, wealth management or financial planning background
• Strong organisational skills and excellent attention to detail
• Professional communication and client service skills
• Motivated to develop within financial services

The Opportunity

• £25,000 - £32,000, depending on experience
• Excellent benefits
• Training and development opportunities
• Genuine long-term career progression
• Supportive and professional working environment

A great opportunity for an experienced Financial Planning Administrator to join a growing business and take the next step in their career.

INDP