Financial Services Administrator - Wealth Management

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

Job summary

An established industry player is seeking a Financial Services Administrator to enhance their wealth management team. This role offers a unique opportunity to contribute to a reputable firm that values expertise and efficiency. You will be responsible for managing client queries and providing essential support to financial planners, ensuring smooth operations within the office. If you have a minimum of two years’ experience in a wealth management environment and possess strong organisational skills, this position could be the perfect fit for you. Join a professional team and take your career to the next level in a 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.
• Provide administrative support within the wealth management team.

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.