Financial Services Administrator - Wealth Management

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

Job summary

A well-established and reputable wealth management firm is seeking an experienced Financial Services Administrator to enhance their team. This role involves managing client queries, supporting financial planners, and ensuring efficient administrative operations. Join a professional environment where your expertise will be valued, and contribute to a firm known for its commitment to excellence in service. This is an excellent opportunity for those looking to advance their career in the financial services sector within a supportive and dynamic team.

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.