Wealth Management Admin (Part-Time): Client Support & Compliance

Prestige Recruitment Group; Preston; On-site; GBP 25,000 - 30,000; Part time

Benefits offered by this job

Benefits

Part-time options

Job summary

Prestige Recruitment Group is partnering with a well-established Lancashire wealth management firm to recruit an experienced Financial Services Administrator. You will support Financial Advisers and Paraplanners, helping deliver holistic financial planning to a loyal client base.

The role offers exposure to complex planning, a collaborative team, and ongoing training with clear long-term career progression. Part-time hours are welcome and a competitive salary with benefits is on offer.

Qualifications

• Minimum 1 year of experience within a Financial Planning, Wealth Management, or IFA environment.
• Strong knowledge of pensions, investments, ISAs and protection products.

Responsibilities

• Supporting Advisers and Paraplanners throughout the client journey
• Processing new business across pensions, investments, ISAs and protection
• Managing Letters of Authority and obtaining policy information
• Preparing client review packs and documentation
• Liaising with clients, providers, and platforms
• Maintaining accurate client records and compliance documentation
• Assisting with income reconciliation and general practice administration

Skills

Financial services experience

Client liaison

Job description

Prestige Recruitment Group is partnering with a well-established Lancashire wealth management firm to recruit an experienced Financial Services Administrator. You will support Financial Advisers and Paraplanners, helping deliver holistic financial planning to a loyal client base.

The role offers exposure to complex planning, a collaborative team, and ongoing training with clear long-term career progression. Part-time hours are welcome and a competitive salary with benefits is on offer.