Wealth Management Admin & Client Services

The JobsBoard; Gravesend; On-site; GBP 24,000 - 34,000; Full time

Benefits offered by this job

Company pension

Casual dress

Training and development

Job summary

The JobsBoard is seeking a Financial Services Administrator for a growing wealth management practice. You will support financial advisers, manage client diaries, prepare meeting packs, and help maintain accurate client records on CRM systems and financial platforms.

This on-site role offers ongoing training, a friendly team, and opportunities to develop a career in financial services with exposure to wealth planning administration and documentation processing.

Qualifications

• Experience in financial services or wealth management is advantageous.
• Excellent written and verbal communication.
• Ability to handle confidential information professionally.
• Strong organisational and administrative skills.

Responsibilities

• Managing client diaries and scheduling appointments.
• Preparing client meeting packs and reports.
• Maintaining client records in CRM and financial platforms.
• Preparing letters, correspondence and mail merges.
• Processing Letters of Authority (LOAs) and liaising with providers.
• Chasing providers and Head Office for updates and information.
• Handling confidential client documents securely and in line with compliance.
• Logging client calls and emails on internal systems.
• Downloading and preparing provider factsheets and documentation.
• Supporting electronic filing, scanning, printing and document management.
• Answering incoming calls and assisting with client enquiries.
• Monitoring office receipts and ordering stationery.
• Supporting client communications and general office administration.
• Providing wider administrative and operational support to the team.

Skills

Microsoft Office

Organisational skills

Attention to detail

Time management

Communication skills

Tools

CRM systems

Job description

The JobsBoard is seeking a Financial Services Administrator for a growing wealth management practice. You will support financial advisers, manage client diaries, prepare meeting packs, and help maintain accurate client records on CRM systems and financial platforms.

This on-site role offers ongoing training, a friendly team, and opportunities to develop a career in financial services with exposure to wealth planning administration and documentation processing.