Wealth Management Admin: Client & Adviser Support

Willday Wealth Management Limited; Leicester; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

28 days holiday

Additional holiday per year (up to 5)

Workplace pension

Free DMU gym membership

Discretionary quarterly team bonus

Employee and client referral scheme

Job summary

Willday Wealth Management Limited is seeking an Experienced Financial Services Administrator to join our team in Leicester. The role focuses on client documentation, provider liaison and supporting advisers with technical planning tasks.

Ideal candidates have 3–5 years in financial services administration, a strong understanding of planning processes, and excellent organisational and communication skills. The position offers a competitive salary and benefits within a growing firm.

Qualifications

• 3–5 years of experience in financial services administration.
• Strong understanding of financial planning processes and documentation.
• Highly organised with excellent attention to detail.
• Good written and verbal communication skills.

Responsibilities

• Serve as first point of contact for clients via calls.
• Prepare meeting rooms and refreshments for client meetings.
• Scan, organise and upload documents to CRM systems.
• Maintain FCA daybook for advisers and process letters of authority.
• Assist advisers with client file organisation and post-meeting administration.
• Prepare portfolio overviews and cashflow reports.

Skills

CRM systems

Microsoft Office

Attention to detail

Client communication

Time management

Tools

Defaqto

FE Analytics

CashCalc

Job description

Willday Wealth Management Limited is seeking an Experienced Financial Services Administrator to join our team in Leicester. The role focuses on client documentation, provider liaison and supporting advisers with technical planning tasks.

Ideal candidates have 3–5 years in financial services administration, a strong understanding of planning processes, and excellent organisational and communication skills. The position offers a competitive salary and benefits within a growing firm.