Wealth Management Administrator

Client:

CAP Resourcing LTD

Location:

worcester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Description:

Are you an experienced Administrator with a background in wealth management? We’re looking for a Senior Client Services Administrator to join a dynamic team, working closely with Financial Planners to deliver top-tier client service.

About our client

CAP Resourcing are proud to support this established and respected wealth management firm that puts their clients at the heart of everything they do.

About the role

In this role, you will collaborate closely with Financial Planners to ensure seamless client service and manage business processes in compliance with internal procedures. You’ll take charge of workflow management, utilising technology to streamline operations, and act as a key point of contact for clients, offering clear and proactive communication. Additionally, you will be responsible for managing client records, processing business, and ensuring AML documentation is in place. A key part of your role will be coaching and developing team members to enhance their skills, while also assisting in improving team efficiency by streamlining processes.

What You’ll Bring:

The ideal candidate will have strong experience in financial planning or wealth management administration, along with CII, CISI, or LIBF qualifications at Level 3 or above. You should possess excellent communication skills and a genuine passion for delivering exceptional client service.

Ready to take the next step in your career? Apply today and join a team dedicated to excellence.

As well as a great basic salary you can expect to receive Private medical insurance, 22 days holiday + Christmas closure and bank holidays, Pension and more.