Wealth Management Administrator

Korn Ferry Client Opportunities; Bath; On-site; GBP 24,000 - 30,000; Full time

Job summary

Fidelius is a leading financial services company in the UK, with offices in Bath and other cities, seeking a Wealth Management Administrator to support the Operations team with day-to-day admin, reports, client letters and forms. You will liaise with providers, upload documents, and maintain client records to ensure a solid audit trail.

You will also assist onboarding, bulk mailers, and project tasks while building cross‑team relationships and covering absences.

Qualifications

• Proficiency in Microsoft Office applications including Word, Excel, Outlook and PowerPoint.
• Experience delivering work within defined standards and processes.
• Strong organisational and task-management abilities.

Responsibilities

• Provide day-to-day administration support to the Operations team, including preparation and packaging of financial planning reports, client letters, and application forms.
• Liaise with product providers to obtain fees, charges, and product information; upload documents to client records following naming conventions.
• Maintain accurate client information and record interactions on the back-office system to ensure an audit trail.
• Assist with client onboarding, communication and bulk mailers as required.
• Build effective working relationships with colleagues across the business and provide support to ensure tasks are completed on schedule.
• Provide absence cover for colleagues and undertake project work as and when required.
• Treat all data with confidentiality and protect client information; follow FCA regulations.
• Pursue exams towards becoming diploma qualified in Financial Services.

Skills

Microsoft Office

Organisational skills

Job description

Fidelius is a leading financial services company, committed to excellent customer service. We provide a range of solutions for individuals and companies, including wealth management and employee benefits. We work with clients across the UK and have offices in Bath, Cheltenham, Chelmsford, and London.

Job Description

Wealth Management Administrator - Responsibilities

Core Administration Activities

• Provide day-to-day administration support to the Operations team, including preparation and packaging of financial planning reports, client letters, and application forms
• Liaise with product providers to obtain fees, charges, and product information; upload documents to client records following agreed naming conventions
• Maintain accurate client information and record interactions on the back-office system to ensure an effective audit trail
• Assist with client onboarding, communication, and bulk mailers as required

Team Working

• Build effective working relationships with colleagues across the business and provide support to ensure tasks are completed on schedule
• Provide absence cover for colleagues and undertake project work as and when required

Compliance

• Treat all data with complete confidentiality and protect client information at all times
• Treat customers fairly and act in accordance with Compliance procedures and FCA Regulations to ensure regulatory requirements are correctly followed

Training and Knowledge

• Work with your Line Manager to create a personal development plan and undertake company training
• Demonstrate willingness to undertake exams towards becoming diploma qualified in Financial Services

Qualifications

• Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Experience with delivery within a set of standards.
• Experience with organisational skills.

Additional Information

All your information will be kept confidential according to EEO guidelines.