Financial Services Administrator - Wealth Management

Focus Search & Selection; Weybridge; On-site; GBP 22,000 - 30,000; Full time

Job summary

An established industry player is seeking a Financial Services Administrator to join their team in Weybridge. This full-time, in-office role offers a fantastic opportunity to work within a reputable firm that values expertise and efficiency in wealth management. With a focus on supporting financial planners and managing client queries, you will play a vital role in ensuring smooth operations. If you have a passion for finance and possess strong organisational skills, this position could be the perfect fit for you.

Qualifications

• Minimum of two years’ experience in wealth management.
• Strong organisational and administrative skills required.

Responsibilities

• Manage client queries and support financial planners effectively.
• Provide administrative support within a wealth management firm.

Skills

Organisational Skills

Administrative Skills

Client Management

Job description

Join to apply for the Financial Services Administrator - Wealth Management role at Focus Search & Selection.

This is a full-time, in-office position based in Greater London, England, UK.

Job Details

• Salary: £22,000 - £30,000
• Seniority Level: Mid-Senior level
• Industry: Staffing and Recruiting
• Job Function: Finance and Sales

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 role offers an excellent opportunity to join a reputable firm that values expertise and efficiency.