Wealth Management Admin: Client-Focused Operations & Growth

Prestige Recruitment Group; Mold; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Excellent benefits

Career progression

Training

Job summary

Prestige Recruitment Group is seeking a Wealth Management Administrator for a growing financial planning firm in North Wales. The role involves supporting Financial Advisers and Paraplanners, processing new business, maintaining client records, and preparing documentation for client reviews to ensure an excellent client experience.

Ideal candidates will have wealth management administration experience, strong organisational and communication skills, and a commitment to compliance.

Qualifications

• Previous financial services administration experience within wealth management is essential.
• Strong organisational skills and attention to detail.
• Excellent communication and customer service skills.

Responsibilities

• Process new business applications and provider requests.
• Maintain accurate client records and back-office systems.
• Submitting applications.
• Liaise with product providers on paperwork.
• Prepare documentation for annual client reviews.
• Support advisers with day-to-day administration.
• Ensure all work is completed accurately and in line with compliance requirements.

Skills

Financial services administration

Organisational skills

Communication skills

Tools

CRM systems

Job description

Prestige Recruitment Group is seeking a Wealth Management Administrator for a growing financial planning firm in North Wales. The role involves supporting Financial Advisers and Paraplanners, processing new business, maintaining client records, and preparing documentation for client reviews to ensure an excellent client experience.

Ideal candidates will have wealth management administration experience, strong organisational and communication skills, and a commitment to compliance.