Senior Wealth Management Administrator

Brevere Group; England; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a leading wealth management firm as a Wealth Management Administrator, supporting a vibrant team with your financial services expertise. Your role will involve client communications, team support, and managing accurate databases. With opportunities for hybrid work and professional growth, this position is perfect for an organised, detail-oriented individual.

Benefits

Competitive salary and benefits

Supportive and collaborative environment

Opportunities for career progression

Hybrid working after probation

Qualifications

• Confident in a FCA-regulated environment.
• Proactive attitude with multitasking capabilities.
• Strong technical skills in administration.

Responsibilities

• Build strong relationships with clients and providers.
• Support advisers to prepare tailored proposals.
• Handle day-to-day admin duties and compliance checks.

Skills

Organisational skills

Communication

Attention to detail

Education

Previous experience in Financial Services administration

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Salesforce

Job description

Join a growing, forward-thinking wealth management firm where your skills make a difference.

They're looking for an experienced Wealth Management Administrator to support a busy and vibrant team. This is an excellent opportunity for someone from a Financial Services background (ideally within a financial planning environment) who is confident, highly organised, and enjoys working in a collaborative setting.

If you have strong technical skills, a good understanding of FCA regulations, and enjoy providing a first-class service to both colleagues and clients, we'd love to hear from you.

What you'll be doing:

• Building strong relationships through confident communication with clients and providers.
• Supporting advisers and the wider team to prepare tailored proposals and solutions for clients.
• Handling day-to-day admin duties, including compliance checks on new and existing business.
• Maintaining and managing databases to ensure accurate and up-to-date information.

What you'll bring:

• Organised and able to juggle multiple tasks effectively.
• A positive, proactive attitude with a keen eye for detail.
• Previous experience in Financial Services administration, ideally with exposure to FCA-regulated environments.
• Confident using Microsoft Word, Excel, Outlook; experience with Salesforce or other CRM systems would be a real advantage.

What they offer in return:

• A supportive, innovative, and collaborative environment.
• A forward-thinking team that values ideas and continuous improvement.
• A competitive salary and benefits package.
• Hybrid working after probation
• Opportunities for career progression and further professional development.

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