Wealth Management Administrator — Growth & Progression

Prestige Recruitment Group; Mold; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Excellent benefits package

Supportive working environment

Training and development

Career progression

Job summary

Prestige Recruitment Group is recruiting for a Financial Planning Administrator in Flintshire, North Wales. The role supports Advisers and Paraplanners with client banks, processes new business, and prepares documents for client reviews.

You will maintain records, liaise with providers and clients, and help progress both new and existing business within a professional environment. Applicants should have experience in IFA/Wealth Management or Financial Planning administration, with a solid

Qualifications

• Experience within IFA, Wealth Management or Financial Planning administration.
• Understanding of the financial planning process.
• Strong knowledge of pensions, investments and/or protection administration.
• Excellent attention to detail and organisational skills.
• Confident communication skills and a professional approach.
• Ability to manage your own workload and work with Advisers and Paraplanners.

Responsibilities

• Support Financial Advisers and Paraplanners with client banks.
• Process new business and liaise with providers and platforms.
• Prepare documentation and information for client reviews.
• Maintain accurate client records and back-office systems.
• Liaise with providers, clients and third parties.
• Support progression of new and existing business.
• Ensure administration is completed accurately and in line with regulatory requirements.

Skills

IFA/Wealth Management experience

Attention to detail

Organisational skills

Communication skills

Job description

Prestige Recruitment Group is recruiting for a Financial Planning Administrator in Flintshire, North Wales. The role supports Advisers and Paraplanners with client banks, processes new business, and prepares documents for client reviews.

You will maintain records, liaise with providers and clients, and help progress both new and existing business within a professional environment. Applicants should have experience in IFA/Wealth Management or Financial Planning administration, with a solid