Wealth Management Admin Specialist - Growth & Qualifications

Forrest Recruitment; Altrincham; On-site; GBP 28,000 - 34,000; Full time

Job summary

Forrest Recruitment is seeking a Senior Client Administrator in Altrincham. The role supports a wealth management team, handling admin tasks related to investment, pension and protection applications, and maintaining client records within CRM systems.

The ideal candidate has experience in wealth management or financial planning and is detail-oriented, well-organised, and capable of progressing within the team. Funding for qualifications is available, with opportunities for progression.

Qualifications

• Experience providing administrative support to a team of Financial Advisors or within wealth management/financial planning.
• Familiar with industry CRM platforms such as Salesforce and I-Business.

Responsibilities

• Submit new investment, pension and protection applications.
• Monitor new business applications from submission through to completion.
• Chase outstanding documentation, transfer requests and provider information.
• Support a team of Financial Advisors, keeping clients informed of progress.
• Update client records and CRM systems.

Skills

Administrative support

CRM systems

Tools

Salesforce

I-Business

Job description

Forrest Recruitment is seeking a Senior Client Administrator in Altrincham. The role supports a wealth management team, handling admin tasks related to investment, pension and protection applications, and maintaining client records within CRM systems.

The ideal candidate has experience in wealth management or financial planning and is detail-oriented, well-organised, and capable of progressing within the team. Funding for qualifications is available, with opportunities for progression.