Wealth Management Admin Senior | Hybrid, Manchester

RWA Financial Planning, St. James&s Place; Lancashire; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

33 days holiday

Pension

Exam support

Job summary

RWA Financial Planning in Manchester city centre is seeking an experienced Client Manager (Financial services administrator) to join a busy team. You will provide comprehensive administrative support to Financial Advisers and the Practice Manager, maintaining accuracy and confidentiality across client records.

The role offers hybrid working (approximately 40%), a strong holiday package and support for relevant exams within a reputable St. James's Place partnership.

Qualifications

• Proven administration experience within the St. James's Place Partnership.
• Accurate and discreet with data handling.
• Ability to work under pressure and maintain accuracy.
• Good communication and time management.

Responsibilities

• Provide high quality administrative support to Financial Advisers and the Practice Manager.
• Undertake administrative tasks to support advisers & practice manager.
• Correspond with clients, internal departments and external providers by letter, phone, and email.
• Prepare client meeting files and review/presentation paperwork.
• Enter data into Salesforce and maintain client data across systems.
• Update cash flow models, investment performance reviews, and reports.
• Handle complex cases ensuring compliant processing of business applications.

Skills

Administrative skills

Initiative

Teamwork

Organisational skills

Communication skills

Time management

Discretion

Job description

RWA Financial Planning in Manchester city centre is seeking an experienced Client Manager (Financial services administrator) to join a busy team. You will provide comprehensive administrative support to Financial Advisers and the Practice Manager, maintaining accuracy and confidentiality across client records.

The role offers hybrid working (approximately 40%), a strong holiday package and support for relevant exams within a reputable St. James's Place partnership.