Wealth Management Admin: Growth, Training & Benefits

Cap Resourcing Ltd; Gloucester; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Bank holidays

Holiday purchase scheme

In-house training academy

Annual salary reviews

Birthday day off

Life assurance

Pension

Enhanced parental leave

Job summary

Cap Resourcing Ltd seeks a Financial Administrator / IFA Administrator in Gloucester. The role is office-based with parking provided and offers a salary of £30,000 - £32,000 DOE plus excellent benefits.

You will support Advisers, clients and providers, contributing to a first-class client experience. This opportunity is ideal for an organised, proactive administrator who thrives in a fast-paced wealth management environment and enjoys keeping operations running smoothly.

Qualifications

• Experience within Financial Planning or Wealth Management
• Strong communication skills with a professional and friendly approach
• Excellent organisation and multitasking abilities
• High attention to detail and accuracy
• Confidence using systems such as Outlook, Word, Excel and Teams
• Ability to learn platforms including IO and provider systems
• A positive, team-oriented mindset

Responsibilities

• Support Advisers, clients and providers within the Wealth Management team
• Help deliver a first-class client experience
• Keep the day-to-day operations running smoothly

Skills

Financial planning experience

Communication skills

Organization & multitasking

Attention to detail

MS Office proficiency

IO/provider platforms

Team-oriented mindset

Tools

Outlook

Word

Excel

Teams

Job description

Cap Resourcing Ltd seeks a Financial Administrator / IFA Administrator in Gloucester. The role is office-based with parking provided and offers a salary of £30,000 - £32,000 DOE plus excellent benefits.

You will support Advisers, clients and providers, contributing to a first-class client experience. This opportunity is ideal for an organised, proactive administrator who thrives in a fast-paced wealth management environment and enjoys keeping operations running smoothly.