Wealth Management Administrator – Temporary Role, Exeter

Cathedrala Appointments; Exeter; On-site; GBP 21,000 - 25,000; Full time

Job summary

Cathedral Appointments is recruiting on behalf of a well-established wealth management business in Exeter for a Wealth Management Administrator to join on a temporary basis. This is a key support role, helping advisers deliver an accurate, responsive service to their clients.

Working closely with financial advisers and paraplanners, you will manage the administration behind client reviews, new business and ongoing servicing across pensions and investments.

Qualifications

• Experience in wealth management administration or financial planning.
• Familiarity with back-office systems and provider platforms.
• Excellent attention to detail and compliance mindset.
• Strong written and verbal communication with clients.
• Desirable progress towards Diploma in Regulated Financial Planning.

Responsibilities

• Process new business applications across pensions, investments and protection.
• Prepare client review packs, valuations and meeting paperwork.
• Issue letters of authority and gather information from providers.
• Keep client records and back-office systems accurate and compliant.
• Respond to client and provider queries by phone and email.
• Support advisers with diary management and review meetings.

Skills

Wealth management admin

Client communication

Attention to detail

Regulatory/compliance

Education

Diploma in Regulated Financial Planning (desirable)

Tools

Back-office systems

Job description

Cathedral Appointments is recruiting on behalf of a well-established wealth management business in Exeter for a Wealth Management Administrator to join on a temporary basis. This is a key support role, helping advisers deliver an accurate, responsive service to their clients.

Working closely with financial advisers and paraplanners, you will manage the administration behind client reviews, new business and ongoing servicing across pensions and investments.