Wealth Management Administrator

JR United Kingdom; Watford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in Watford is seeking a Wealth Management Administrator to enhance administrative support for their team. The role involves managing appointments, ensuring accurate client data, and maintaining compliance. Ideal candidates should have proven customer service experience, preferably within the financial services sector. Opportunities for qualification are available, with a collaborative team environment.

Qualifications

• Proven experience in administration and customer service.
• Understanding of financial services preferred.
• Willingness to pursue relevant qualifications.

Responsibilities

• Support the client's Propositions as part of the Business Support Team.
• Manage appointment scheduling for Premium Support Consultants.
• Update the back office system to ensure accurate client data.
• Build and maintain relationships with clients and consultants.

Skills

Administration and customer service experience

Telephone-based experience

Financial Services knowledge

Job description

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Wealth Management Administrator, Watford, Hertfordshire

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Client:

ARTEMIS RECRUITMENT CONSULTANTS LIMITED

Location:

Watford, Hertfordshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

22.08.2025

Expiry Date:

06.10.2025

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Job Description:

We are looking for an experienced IFA Administrator to join our client's team based in Abbots Langley. This position involves supporting one IFA with all areas of administration, including business processing, financial administration, and client liaison. The role requires the use of various CRM systems and platforms.

Key Responsibilities:

• Support the client's Propositions as part of the Business Support Team.
• Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly.
• Update the back office system to ensure accurate client data throughout the process.
• Maintain compliant files with all necessary documents stored properly.
• Manage workflow and diary systems for quick access by staff.
• Prepare client valuations for annual reviews and in line with the Client Service Agreement, and raise invoices for additional services.
• Process servicing tasks as per the Client Service Agreement, including invoicing for extra requests.
• Ensure effective and accurate processing of work to meet client service standards and targets.
• Build and maintain relationships with clients, consultants, and third parties through regular communication.
• Participate in project-related work to meet company goals.
• Support colleagues to balance workloads and achieve team objectives.

Experience and Qualifications:

• Essential: Administration and customer service experience.
• Beneficial: Telephone-based experience and Financial Services experience, preferably in a life and pensions environment.
• Qualifications are desirable or willingness to pursue studies.