Wealth Management Administrator: Client Services Specialist

FindCore; Wetherby; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Discretionary bonus

Exam support

27 days leave

Birthday day off

Pension scheme

Private health

Death in service 4x salary

Career development

Job summary

FindCore are assisting an established financial planning business in recruiting a Wealth Management Administrator to support Financial Planners and their clients. This permanent, full-time, office-based role near Wetherby, West Yorkshire handles client records, documentation, and admin across a range of products.

You will liaise with clients, prepare meeting packs, track investments, and maintain high service standards within a collaborative team.

Qualifications

• At least 2 years' experience within wealth management or financial planning.
• Strong client service and communication skills.
• Excellent attention to detail and accuracy.
• Good organisational skills and ability to manage a busy workload.
• Confident using Microsoft Office and learning new financial services systems.
• Professional, reliable and comfortable working as part of a collaborative team.

Responsibilities

• Provide administrative support to Financial Planners across a range of financial products.
• Manage client records and maintain accurate documentation.
• Liaise directly with clients and provide regular updates.
• Prepare documentation ahead of client meetings.
• Track investments and support the implementation of financial plans.
• Process client administration accurately and efficiently.
• Maintain a high standard of client service throughout the financial planning process.
• Work closely with Advisers and other members of the client service team.

Skills

Client service

Communication

Attention to detail

Organization

MS Office

Financial services systems

Team player

Tools

Microsoft Office

Job description

FindCore are assisting an established financial planning business in recruiting a Wealth Management Administrator to support Financial Planners and their clients. This permanent, full-time, office-based role near Wetherby, West Yorkshire handles client records, documentation, and admin across a range of products.

You will liaise with clients, prepare meeting packs, track investments, and maintain high service standards within a collaborative team.