Wealth Management Administrator | Client Services Pro

Thompson & Terry; Hambledon; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Enhanced pension

Private medical insurance

Work/life balance

Job summary

Thompson & Terry Recruitment's client, a well-established wealth management practice based in Hambledon, seeks an experienced Financial Services Administrator to support a team of Financial Planners and provide high-quality client service.

You will prepare client documentation, process new business, liaise with providers, maintain client records, and assist advisers and the client servicing team. This role offers development and progression within a professional firm.

Qualifications

• Experience in a financial planning or wealth management environment.
• Strong organisational skills with excellent attention to detail.
• Proactive and positive approach to work.
• Confident written and verbal communication.
• Ability to manage multiple tasks in a fast-paced environment.
• Client-focused mindset with a drive to deliver excellent service.

Responsibilities

• Support a team of Financial Planners to deliver a high-quality service.
• Prepare client documentation and process new business.
• Liaise with providers and maintain accurate client records.
• Support advisers and the wider client servicing team.

Skills

Organisational skills

Attention to detail

Proactive attitude

Communication skills

Multi-tasking

Client-focused

Job description

Thompson & Terry Recruitment's client, a well-established wealth management practice based in Hambledon, seeks an experienced Financial Services Administrator to support a team of Financial Planners and provide high-quality client service.

You will prepare client documentation, process new business, liaise with providers, maintain client records, and assist advisers and the client servicing team. This role offers development and progression within a professional firm.