Financial Services Administrator - Wealth Management

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

Job summary

An established industry player is seeking a dedicated Financial Services Administrator to enhance their wealth management team. This role offers an exciting opportunity to contribute to a reputable firm known for its commitment to expertise and efficiency. You will play a key role in managing client queries and providing essential support to financial planners, ensuring a seamless experience for clients. If you have a passion for financial services and possess strong organisational skills, this position could be the perfect fit for you.

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 a wealth management context.

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.