Wealth Management Operations Administrator

Close Brothers Group; England; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading financial services provider in the UK is seeking a detail-oriented professional to handle account and portfolio closures for Self Directed clients. The ideal candidate will have experience in Wealth Management, strong knowledge of Microsoft Excel, and excellent communication skills. Responsibilities include processing closures, liaising with other departments, and maintaining compliance with the regulatory framework. The role supports flexible working options and aims to create a diverse workplace.

Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Qualifications

• Experience in Wealth Management is an advantage.
• Ability to work under tight deadlines.
• Good problem-solving skills.

Responsibilities

• Process account closures for Self Directed clients.
• Act as central contact for account closure activities.
• Ensure smooth collaboration with departments.

Skills

Financial Services experience

Microsoft Excel

Attention to detail

Communication skills

Team player

Flexibility to work overtime

Tools

Microsoft Office

Job description

A leading financial services provider in the UK is seeking a detail-oriented professional to handle account and portfolio closures for Self Directed clients. The ideal candidate will have experience in Wealth Management, strong knowledge of Microsoft Excel, and excellent communication skills. Responsibilities include processing closures, liaising with other departments, and maintaining compliance with the regulatory framework. The role supports flexible working options and aims to create a diverse workplace.