Wealth Advisory Admin & Client Services Specialist

Mills & Reeve; Hartford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is looking for a Financial Advice Administrator to join their Personal Wealth Business. This full-time role in the UK requires overseeing administrative tasks for Financial Advisers and directly interacting with clients. The successful candidate will have experience in an IFA firm and strong organizational skills. You will enjoy a flexible hybrid work model, initially working one day in the office and four days from home, with potential for more flexible arrangements in the future.

Benefits

Flexible employee benefits

Mental health and wellbeing assistance

Regular social activities

Qualifications

• Experience within an IFA/Financial Planning firm is required.
• Sound knowledge of Microsoft Office applications is essential.
• Ability to prioritize tasks effectively under pressure.

Responsibilities

• Provide administrative service for Financial Advisers.
• Maintain client records within the IO database.
• Manage basic client queries via phone and email.

Skills

Attention to detail

Excellent communication skills

Ability to multi-task

Organizational skills

Tools

Microsoft Word

Excel

PowerPoint

IO database

Job description

A leading financial services firm is looking for a Financial Advice Administrator to join their Personal Wealth Business. This full-time role in the UK requires overseeing administrative tasks for Financial Advisers and directly interacting with clients. The successful candidate will have experience in an IFA firm and strong organizational skills. You will enjoy a flexible hybrid work model, initially working one day in the office and four days from home, with potential for more flexible arrangements in the future.