Wealth Management Administrator

Cathedral Appointments Ltd; Exeter; On-site; GBP 21,000 - 25,000; Full time

Job summary

Cathedral Appointments Ltd. is recruiting a Wealth Management Administrator in Exeter to support advisers with client reviews, new business and ongoing servicing across pensions and investments. The role requires accuracy, strong communication and experience in financial services administration.

The position is a temporary, on-site assignment based in Exeter. Salary is £15–£18 per hour DOE, with full exposure to a professional wealth management environment and opportunities to broaden your

Qualifications

• Experience in wealth management administration or financial services.
• Familiarity with back-office systems and provider platforms.
• Excellent attention to detail and a methodical approach to paperwork and compliance.
• Strong written and verbal communication skills, with a professional, client-focused manner.
• Confident using Microsoft 365.
• Progress towards the Diploma in Regulated Financial Planning is desirable but not essential.

Responsibilities

• Process new business applications across pensions, investments and protection, tracking cases through to completion.
• Prepare client review packs, valuations and meeting paperwork for advisers.
• Issue letters of authority and gather information from product providers.
• Keep client records and the back-office system accurate and up to date, in line with compliance requirements.
• Respond to client and provider queries by phone and email.
• Support advisers with diary management and arranging review meetings.

Skills

Attention to detail

Communication skills

Microsoft 365

Organisation

Education

Diploma in Regulated Financial Planning (desirable)

Tools

Back-office systems

Provider platforms

Job description

£15 to £18 per hour DOE | Temporary, On-site | Exeter

Cathedral Appointments is recruiting on behalf of a well-established wealth management business in Exeter for a Wealth Management Administrator to join on a temporary basis. This is a key support role, helping advisers deliver an accurate, responsive service to their clients.

The Role

Working closely with financial advisers and paraplanners, you will manage the administration behind client reviews, new business and ongoing servicing across pensions and investments. The role suits someone with experience in financial services administration who is organised, accurate and confident dealing with clients and product providers.

Responsibilities for the Wealth Management Administrator:

• Process new business applications across pensions, investments and protection, tracking cases through to completion.
• Prepare client review packs, valuations and meeting paperwork for advisers.
• Issue letters of authority and gather information from product providers.
• Keep client records and the back-office system accurate and up to date, in line with compliance requirements.
• Respond to client and provider queries by phone and email.
• Support advisers with diary management and arranging review meetings.

Requirements for the Wealth Management Administrator include:

• Previous administration experience within wealth management, financial planning or wider financial services.
• Familiarity with financial planning back-office systems and provider platforms.
• Excellent attention to detail and a methodical approach to paperwork and compliance.
• Strong written and verbal communication skills, with a professional, client-focused manner.
• Confident using Microsoft 365.
• Progress towards the Diploma in Regulated Financial Planning is desirable but not essential.

Benefits:

• £15 to £18 per hour, depending on experience.
• Temporary assignment, based in Exeter.
• Exposure to a professional, client-focused wealth management environment.
• A valuable opportunity to broaden your financial services experience.

Equal Opportunities:

Cathedral Appointments is committed to equal opportunities in recruitment. We welcome applications from all candidates and assess every applicant on merit, skills and experience alone, regardless of age, disability, gender reassignment, marital or civil partnership status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation.

Note on Sponsorship:

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship