Wealth Management Admin & Client Services Specialist (Hybrid)

Confidential; Cardiff; Hybrid; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Hybrid work

Career progression

Professional development

Collaborative environment

Job summary

Confidential, a leading UK wealth management business, is recruiting an Investment Management Administrator for its Cardiff office. This role supports Investment Managers, Portfolio Managers, clients, introducers and internal teams, handling onboarding and ongoing servicing with accuracy and discretion.

You will manage client queries, open and file correspondence, arrange meetings, process transfers and ISA subscriptions, ensuring compliance with FCA rules and delivering a seamless client

Qualifications

• Highly organised and detail-focused.
• Confident communicating with a range of stakeholders.
• Strong client-focused mindset and professionalism.

Responsibilities

• Open, scan and save post to client files.
• Respond to client and introducer queries by telephone and email.
• Manage workflow queues and ensure requests are dealt with promptly.
• Arrange meetings for Investment Manager teams.
• Liaise with internal teams to support onboarding of new clients.
• Initiate transfers and keep Investment Managers updated on progress.
• Instruct internal cash and stock transfers between portfolios.
• Process client payment instructions, including arranging call-backs where required.
• Complete client KYC and account amendments.
• Process ISA, LISA, JISA and Flexible ISA subscriptions.
• Assist with meeting preparation and client/introducer reports.
• Build relationships with introducers, paraplanning teams and clients.
• Ensure all activities comply with FCA Conduct Rules and internal procedures.
• Provide wider administrative support as required.

Skills

Organised

Detail-oriented

Stakeholder communication

Client-focused

Job description

Confidential, a leading UK wealth management business, is recruiting an Investment Management Administrator for its Cardiff office. This role supports Investment Managers, Portfolio Managers, clients, introducers and internal teams, handling onboarding and ongoing servicing with accuracy and discretion.

You will manage client queries, open and file correspondence, arrange meetings, process transfers and ISA subscriptions, ensuring compliance with FCA rules and delivering a seamless client