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Wealth Management Administrator

RemoteWorker UK

Greater London

Hybrid

GBP 30,000 - 45,000

Full time

30+ days ago

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Job summary

A leading financial planning firm in Nottinghamshire is seeking an experienced wealth management administrator. The role involves processing client documentation, financial transactions, and providing administrative support. Join a supportive team culture that values growth and innovation, with a focus on work-life balance and a comprehensive benefits package.

Benefits

Comprehensive training and mentoring

Flexible hybrid working

Attractive benefits package

Generous holidays with buy-more options

Qualifications

At least two years of administration experience in a financial planning company.
Experience across a wide range of financial planning areas.

Responsibilities

Processing authority letters and gathering financial data for clients.
Preparing application forms and client documentation.
Providing administrative support to financial planners.

Skills

Problem-solving

Attention to detail

Organizational skills

Education

Financial administration qualifications

Tools

CRM

Project management tools

Investment platforms

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Nottinghamshire (ref AL1361)

Salary dependant upon experience + full benefits package and hybrid

My client is an award-winning IFA based in Nottinghamshire and they now have an exciting new opportunity for an experienced wealth management administrator to join their team. You’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.

Responsibilities

Processing authority letters and gathering financial data for new clients and annual reviews.
Preparing application forms and client documentation.
Processing financial transactions on platforms.
Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
Dealing with the post, emails and any correspondence relating to clients or their financial situation.
Providing administrative support to the financial planners and paraplanners as required.
Supporting clients with administrative queries and communication as required.

About You

Administration experience in a financial planning company for at least two years.
Problem-solving skills: Able to handle time-sensitive transactions and support client queries.
Pioneering spirit: Identifying inefficiencies in processes or how information is gathered and dealt with to enhance the client experience.
Growth mindset: Experience across a wide range of financial planning areas, with a commitment to continual learning and improving your expertise.
Care and attention to detail: Exceptional attention to detail, a positive approach, and organisational skills that ensure clients’ financial transactions are executed seamlessly.

Technical Skills

Strong capability with technology and systems, including CRM, project management tools, and investment platforms, aligning with our pioneering approach to leveraging technology for efficiency.
A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals, and a proactive approach to streamlining processes.
Financial administration qualifications are an advantage, reflecting your dedication to personal growth and professional development.

What’s on offer

A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
Comprehensive training and mentoring, with all qualifications and development costs covered.
Flexibility with hybrid working and a focus on work-life balance. The office is open Tuesday–Thursday, with remote working on other days.
An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
This is a full-time and employed role. Salary depends on experience.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales
Industries
Staffing and Recruiting

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