Wealth Administration Specialist: Client Support & Growth

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

Benefits offered by this job

Competitive salary and benefits

Career progression opportunities

Professional qualifications support

Collaborative working environment

Specialist knowledge in pensions/inves

Job summary

Mulberry Recruitment Ltd is seeking a Wealth Administrator in Aldershot to join a client-focused wealth management team. The role supports financial advisers, processes applications, transfers and investment paperwork, and ensures regulatory compliance.

The ideal candidate has experience in financial services administration, strong organisational and communication skills, and the ability to manage multiple tasks while delivering high-quality client service.

Qualifications

• Experience in financial services administration, ideally in wealth management, financial planning or investment management.
• Understanding of pensions, ISAs, investments and financial products.
• Strong organisational skills and attention to detail.
• Ability to manage multiple tasks and prioritise workloads effectively.
• Excellent written and verbal communication skills.
• Professional, proactive and client-focused approach.
• Good IT skills including Microsoft Office and client management systems.
• Ability to work independently while contributing to a wider team.
• Commitment to maintaining accurate records.

Responsibilities

• Provide administrative support to financial advisers and wealth managers.
• Prepare, process and maintain client documentation including applications, transfers and investment paperwork.
• Support administration of pensions, ISAs, investments and wealth products.
• Liaise with clients, providers, investment platforms and third-party organisations to obtain information and resolve queries.
• Monitor the progress of new business, pension transfers, withdrawals and other client transactions.
• Maintain accurate client records on internal systems.
• Assist with the preparation of client review packs, valuations and financial reports.
• Ensure all administrative activities comply with regulatory requirements and internal procedures.
• Manage incoming correspondence, emails and telephone enquiries professionally and efficiently.
• Work collaboratively with advisers and colleagues to ensure deadlines are met and clients receive an excellent standard of service.

Skills

Organisational skills

Attention to detail

Communication skills

Multi-tasking

Client-focused

IT skills

Independent worker

Education

CII qualification in financial services/financial planning

Tools

Financial planning software

Investment platforms

Job description

Mulberry Recruitment Ltd is seeking a Wealth Administrator in Aldershot to join a client-focused wealth management team. The role supports financial advisers, processes applications, transfers and investment paperwork, and ensures regulatory compliance.

The ideal candidate has experience in financial services administration, strong organisational and communication skills, and the ability to manage multiple tasks while delivering high-quality client service.