Wealth Management Administrator — Grow with a Finance Team

Prestige Recruitment Group; Liverpool; Vor Ort; GBP 25.000 - 30.000; Vollzeit

Zusammenfassung

Prestige Recruitment Group is recruiting a Wealth Management Administrator in Liverpool, Merseyside, offering a salary of £25,000–£30,000. You will support Financial Advisers, manage client data, and liaise with providers to progress client business.

This role suits someone with wealth management administration experience, aiming to develop within a professional team. The office is conveniently located near a train station.

Qualifikationen

• Previous Financial Services administration experience is essential.
• Experience within an IFA practice or wealth management environment is highly desirable.
• Knowledge of pensions, investments and related products would be beneficial.

Aufgaben

• Providing administrative and compliance support throughout the client journey.
• Liaising with pension and investment providers to progress client business.
• Preparing client fact-finds and maintaining accurate client records.
• Producing client reports and supporting the preparation of client review meetings.
• Updating client information and ensuring documentation meets compliance requirements.

Kenntnisse

Wealth management administration

Financial Services administration

Organisation & attention to detail

Ausbildung

Diploma in Financial Planning (in progress)

Jobbeschreibung

Prestige Recruitment Group is recruiting a Wealth Management Administrator in Liverpool, Merseyside, offering a salary of £25,000–£30,000. You will support Financial Advisers, manage client data, and liaise with providers to progress client business.

This role suits someone with wealth management administration experience, aiming to develop within a professional team. The office is conveniently located near a train station.