Wealth Management Admin: Client Onboarding & Compliance

Korn Ferry Client Opportunities; Bath; On-site; GBP 24,000 - 30,000; Full time

Job summary

Fidelius is a leading financial services company in the UK, with offices in Bath and other cities, seeking a Wealth Management Administrator to support the Operations team with day-to-day admin, reports, client letters and forms. You will liaise with providers, upload documents, and maintain client records to ensure a solid audit trail.

You will also assist onboarding, bulk mailers, and project tasks while building cross‑team relationships and covering absences.

Qualifications

• Proficiency in Microsoft Office applications including Word, Excel, Outlook and PowerPoint.
• Experience delivering work within defined standards and processes.
• Strong organisational and task-management abilities.

Responsibilities

• Provide day-to-day administration support to the Operations team, including preparation and packaging of financial planning reports, client letters, and application forms.
• Liaise with product providers to obtain fees, charges, and product information; upload documents to client records following naming conventions.
• Maintain accurate client information and record interactions on the back-office system to ensure an audit trail.
• Assist with client onboarding, communication and bulk mailers as required.
• Build effective working relationships with colleagues across the business and provide support to ensure tasks are completed on schedule.
• Provide absence cover for colleagues and undertake project work as and when required.
• Treat all data with confidentiality and protect client information; follow FCA regulations.
• Pursue exams towards becoming diploma qualified in Financial Services.

Skills

Microsoft Office

Organisational skills

Job description

Fidelius is a leading financial services company in the UK, with offices in Bath and other cities, seeking a Wealth Management Administrator to support the Operations team with day-to-day admin, reports, client letters and forms. You will liaise with providers, upload documents, and maintain client records to ensure a solid audit trail.

You will also assist onboarding, bulk mailers, and project tasks while building cross‑team relationships and covering absences.