Wealth Management Administrator – Client Services & Reports

Artemis Recruitment Consultants Ltd; Epsom; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial recruitment agency is seeking a Wealth Management Administrator to support an IFA practice in Epsom. The role includes preparing financial reports, liaising with product providers, and maintaining client information. Ideal candidates will have administrative experience in financial services and strong organizational and communication skills. This office-based position requires attention to detail and a proactive approach to client service.

Qualifications

• Experience in a similar role in financial services.
• Ability to work under significant change.
• Knowledge of the Financial Services Industry.

Responsibilities

• Prepare financial planning reports.
• Liaise with product providers for fees.
• Assist with onboarding and annual review of clients.

Skills

Experience with Microsoft Office products

Exceptional service delivery

Excellent organizational skills

Strong interpersonal skills

Attention to detail

Desire to learn and build skills

Job description

A financial recruitment agency is seeking a Wealth Management Administrator to support an IFA practice in Epsom. The role includes preparing financial reports, liaising with product providers, and maintaining client information. Ideal candidates will have administrative experience in financial services and strong organizational and communication skills. This office-based position requires attention to detail and a proactive approach to client service.