Senior Wealth Planning Admin – Advice & Client Services

Rathbones; Liverpool; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A reputable financial services firm in Liverpool is seeking a Senior Administrator to provide essential administrative support to the Financial Planning team. You will ensure adherence to processes and contribute to delivering excellent client outcomes by managing client data accurately. The ideal candidate will have relevant experience in wealth management and strong communication skills. This role operates on a hybrid basis, providing flexibility alongside a competitive salary.

Qualifications

• Minimum of 18 months relevant experience within the Wealth Management industry.
• Understanding of Financial Planning products and associated responsibilities.
• Strong focus on delivering good client and business outcomes.

Responsibilities

• Provide administrative support to the Financial Planning team.
• Ensure adherence to processes and maintenance of SLAs.
• Engage with the regulatory landscape and own risk environment.

Skills

Leadership skills

Communication skills

Diary Management

Financial Planning

Writing Skills

Education

CII Level 4 or 3 x IOC

Job description

A reputable financial services firm in Liverpool is seeking a Senior Administrator to provide essential administrative support to the Financial Planning team. You will ensure adherence to processes and contribute to delivering excellent client outcomes by managing client data accurately. The ideal candidate will have relevant experience in wealth management and strong communication skills. This role operates on a hybrid basis, providing flexibility alongside a competitive salary.