Wealth Admin: Growth, Compliance & Client Support

Mulberry Recruitment Ltd; Aldershot; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Career progression

Qualifications support

Professional training

Collaborative environment

Specialist knowledge development

Job summary

Mulberry Recruitment Ltd is seeking a Wealth Administrator in Aldershot to provide comprehensive administrative support to financial advisers and wealth managers. You will handle client documentation, pensions, ISAs, and investments while liaising with clients and providers to resolve queries.

The role requires strong organisational skills, attention to detail, and the ability to manage multiple tasks and deadlines in a busy wealth management environment.

Qualifications

• Experience in financial services administration.
• Knowledge of pensions and investment products.
• Strong organisational skills and attention to detail.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Provide administrative support to financial advisers.
• Prepare and maintain client documentation.
• Assist with pensions, ISAs and investments.
• Liaise with clients and providers to resolve queries.
• Monitor progress of new business and transfers.
• Maintain client records on internal systems.
• Prepare client review packs and financial reports.
• Ensure regulatory compliance in administration.
• Work with advisers to meet deadlines and deliver service.
• Handle correspondence and inquiries professionally.

Skills

Financial services experience

Administrative support

Pensions/Isas knowledge

Attention to detail

Tools

Microsoft Office

Job description

Mulberry Recruitment Ltd is seeking a Wealth Administrator in Aldershot to provide comprehensive administrative support to financial advisers and wealth managers. You will handle client documentation, pensions, ISAs, and investments while liaising with clients and providers to resolve queries.

The role requires strong organisational skills, attention to detail, and the ability to manage multiple tasks and deadlines in a busy wealth management environment.