Wealth Management Administrator

Prestige Recruitment Group; Chester; On-site; GBP 26,000 - 30,000; Full time

Job summary

Prestige Recruitment Group is recruiting for a Wealth Management Administrator in Chester. You will support Financial Advisers and Paraplanners, handling client administration, provider information, valuations and quotations, and back-office documentation with a focus on accuracy and efficiency.

The role involves managing adviser diaries and client communications, delivering high-quality service to clients and providers, and collaborating with a growing wealth management team.

Qualifications

• Experience in an IFA, Wealth Management or Financial Planning environment.
• Excellent organisational and communication skills.
• Strong attention to detail and ability to manage multiple tasks.
• CII studies or willingness to study would be an advantage.

Responsibilities

• Support Advisers with client administration and new business.
• Obtain provider information, valuations and quotations.
• Prepare client documentation and maintain back-office systems.
• Manage adviser diaries and client communications.
• Deliver a professional, high-quality service to clients and providers.

Skills

Client administration

Organisation

Communication

Attention to detail

Wealth management experience

Education

CII studies

Job description

Wealth Management Administrator

Location: Chester, Cheshire

Salary: £26,000 - £30,000 + Benefits

Are you an experienced Wealth Management Administrator looking to join a growing wealth management firm in Chester?

We're recruiting for a Wealth Management Administratorto support Financial Advisers and Paraplanners, delivering an outstanding service to clients while ensuring all administration is completed accurately and efficiently.

The Role:

• Support Advisers with client administration and new business.
• Obtain provider information, valuations and quotations.
• Prepare client documentation and maintain back-office systems.
• Manage adviser diaries and client communications.
• Deliver a professional, high-quality service to clients and providers.

About You:

• Previous experience within an IFA, Wealth Management or Financial Planning environment.
• Excellent organisational and communication skills.
• Strong attention to detail and ability to manage multiple tasks.
• CII studies (or willingness to study) would be an advantage.

Excellent opportunity to join a respected financial planning business offering career development, a supportive team and competitive salary.

INDP