Wealth Management Admin Specialist (12-Month FTC)

Partners Wealth Management LLP; Greater London; Hybrid; GBP 32,000 - 45,000; Full time

Job summary

Partners Wealth Management LLP is seeking an experienced administrator to support advisers and deliver a compliant, efficient client service. You will handle telephone and administrative tasks, liaise with clients and providers, and help manage the advice journey from initial contact through to positive outcomes.

You will draft clear client communications, maintain accurate records, and contribute to a culture of high service standards. A focus on professional development and exams is encouraged.

Qualifications

• Capable of building relationships whilst delivering a level of service which exceeds expectations.
• The ability to draft reports and letters regarding client investments under partners’ guidance/supervision.
• Excellent verbal and written communication skills, with the ability to work under pressure.

Responsibilities

• Liaising directly with clients and relevant third parties (phone/email).
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production.
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures.
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
• Research providers/funds, using in-house models and other proposition guidance.
• To support and process new business and Life Cover quotations as and when required.
• Managing the underwriting process.
• Executing trades as instructed by partner/s.

Skills

Relationship building

Report drafting

Communication skills

Job description

Partners Wealth Management LLP is seeking an experienced administrator to support advisers and deliver a compliant, efficient client service. You will handle telephone and administrative tasks, liaise with clients and providers, and help manage the advice journey from initial contact through to positive outcomes.

You will draft clear client communications, maintain accurate records, and contribute to a culture of high service standards. A focus on professional development and exams is encouraged.