Financial Services Administrator , Wealth Management Firm

JJ SEARCH LIMITED; Worcester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Wealth Management firm is seeking a Financial Services Administrator to provide essential administrative support, manage client interactions, and assist Wealth Planners. Ideal candidates will have 1-2 years of relevant experience, strong attention to detail, and proficiency in MS Office. This full-time role is located in Worcester, England.

Qualifications

• 1-2 years of experience in a similar administration role.
• Interest in wealth management sector.
• Capability to meet fixed deadlines in a fast-paced environment.

Responsibilities

• Provide high-level administrative support to Wealth Planners.
• Manage team diary and room bookings.
• Handle client queries and attend meetings to take notes.

Skills

Office Administration

Client Services Administration

Attention to Detail

Interpersonal Skills

Proficient in IT and MS Office

Tools

Xplan

Voyant

Job description

This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

The Company:

Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation - with a regional office based in Worcester.

The Role:

This is a fantastic opportunity for an individual who has some office Administration or Client Services Administration experience who is keen to pursue a client administrative role within the Financial Services sector - a Wealth Management company.

The Financial Services Administrator role will suit a highly process driven individual with 1-3 years’ experience in Team Administration, (this can be from Asset Management, Private Wealth, Investment Banking, Professional Services, Insurance). Some experience working with client systems would be useful.

The Financial Services Administrator will provide a high level of administrative support to a team of Wealth Planners and their clients, preparing new account paperwork and Letters of Authority for signing.

The Financial Services Administrator will manage the team diary, room bookings, outlook invitations and invitations to client events.

The Financial Services Administrator will manage Client queries and attend client meetings on occasion to take notes and follow up on actions.

The Financial Services Administrator will also have the opportunity to learn the client systems including Xplan and Voyant.

The Candidate:

1-2 years’ minimum experience within a similar Administration or Client Admin support role - any industry.

A real interest to work in the wealth management sector.

Excellent attention to detail, and capable of working to fixed deadlines in a fast-paced environment.

Well-developed interpersonal skills, and team player

Proficient in IT Skills and competent in the use of MS Office software

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance, Administrative, and Customer Service

Industries

• Investment Management, Financial Services, and Investment Banking

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