Wealth Management Administrator – Training & Career Growth

Redmore Recruitment limited; Cwmbran; On-site; GBP 26,000 - 32,000; Full time

Job summary

Redmore Recruitment Limited is seeking a Wealth Management Administrator to join a well-established financial firm in Torfaen, South Wales. The role supports Financial Advisers across the full client journey from initial contact to completion.

You will prepare and submit applications for investments, pensions and protection products, research providers, and maintain compliant client records using Intelliflo and MS Office. Strong organisation and communication skills are essential.

Qualifications

• Experience in financial planning, IFA support or financial services administration preferred.
• Highly organised with excellent attention to detail.
• Strong written and verbal communication skills.
• Ability to manage and prioritise own workload and maintain compliance.

Responsibilities

• Support Financial Advisers with client recommendations and suitability reports.
• Research products and providers and prepare quotes, comparisons and documentation.
• Prepare and submit applications for investments, pensions and protection products.
• Track cases through to completion and liaise with clients, providers and third parties.
• Act as a key point of contact for clients, handling queries professionally.
• Prepare client information and meeting packs.
• Manage adviser diaries and book client reviews.
• Maintain accurate client records and ensure compliance documentation is complete.
• Use Intelliflo (Intelligent Office) and Microsoft Office systems.
• Support colleagues and contribute to the wider team.

Skills

Organisation

Verbal and written communication

Time management

Adaptability

Learn new systems

Microsoft Word

Microsoft Excel

Outlook

Tools

Intelliflo (Intelligent Office)

Microsoft Office Suite

Job description

Redmore Recruitment Limited is seeking a Wealth Management Administrator to join a well-established financial firm in Torfaen, South Wales. The role supports Financial Advisers across the full client journey from initial contact to completion.

You will prepare and submit applications for investments, pensions and protection products, research providers, and maintain compliant client records using Intelliflo and MS Office. Strong organisation and communication skills are essential.