Wealth Admin Specialist - Progression & Qualifications

Forrest Recruitment Ltd.; Stretford; On-site; GBP 22,000 - 26,000; Full time

Job summary

Forrest Recruitment Ltd. is recruiting on behalf of a leading wealth management firm for an admin support role within the new business team.

The role offers progression opportunities and funding for qualifications. Key duties include submitting new investment, pension and protection applications, monitoring applications from submission to completion, chasing outstanding documents, and supporting Financial Advisors while keeping clients informed.

Qualifications

• Experience in administrative roles for wealth management or financial planning teams.
• Familiarity with CRM systems and client record accuracy.
• Attention to detail and well-organised work style.
• Ability to manage multiple tasks in a high-volume environment.
• Experience with Salesforce or I-Business is a plus.

Responsibilities

• Submit new investment, pension and protection applications.
• Monitor applications from submission through to completion.
• Chase outstanding documentation and provider information.
• Support Financial Advisors and keep clients informed of progress.
• Update client records and CRM systems.

Skills

Administrative support

CRM experience

Attention to detail

Well-organised

Tools

Salesforce

I-Business

Job description

Forrest Recruitment Ltd. is recruiting on behalf of a leading wealth management firm for an admin support role within the new business team.

The role offers progression opportunities and funding for qualifications. Key duties include submitting new investment, pension and protection applications, monitoring applications from submission to completion, chasing outstanding documents, and supporting Financial Advisors while keeping clients informed.