Wealth Planning Administrator (6 months FTC)

ZipRecruiter; Nottingham; Hybrid; GBP 25,000 - 40,000; Full time

Job summary

Join one of the UK’s most respected private banks as a Wealth Planning Administrator in Nottingham. This hybrid role involves supporting experienced Wealth Planners in delivering a high-quality, client-focused service, managing client documentation, and maintaining compliance standards. Ideal for those with strong organisational skills and an interest in financial planning.

Qualifications

• Experience in wealth management, financial planning, or private banking.
• Strong administrative and organisational skills.
• Knowledge of financial planning processes and products.

Responsibilities

• Provide administrative support to Wealth Planners and Relationship Managers.
• Manage client onboarding and maintain compliance records.
• Assist in the preparation of suitability reports and client review packs.

Skills

Organisational skills

Attention to detail

Communication skills

Education

Progress toward financial services qualifications (e.g., CII or CISI)

Job description

Job Description

£ COMPETITIVE

Hybrid Working Available - Nottingham Based

Join one of the UK’s most respected private banks as a Wealth Planning Administrator, supporting a team of experienced Wealth Planners in delivering a high-quality, client-focused service.

Based in the bank’s Nottingham office, this role is ideal for someone with strong organisational skills, attention to detail, and a genuine interest in wealth management and financial planning. You’ll play a vital part in helping high-net-worth clients manage and grow their wealth.

Key Responsibilities of the Wealth Planning Administrator to include:

• Provide comprehensive administrative support to Wealth Planners and Relationship Managers
• Prepare and process client documentation and reports
• Manage client onboarding and maintain accurate records in line with compliance standards
• Liaise with clients, product providers, and internal teams to ensure seamless service delivery
• Assist in the preparation of suitability reports and client review packs
• Maintain up-to-date knowledge of financial products, services, and regulatory requirements

Requirements for the successful Wealth Planning Administrator to include:

• Previous experience in wealth management, financial planning, or a private banking environment
• Excellent administrative and organisational skills
• Strong attention to detail and the ability to manage multiple priorities
• Confident communication skills, both written and verbal
• Knowledge of financial planning processes, platforms, and products
• Progress toward or interest in financial services qualifications (e.g., CII or CISI) is an advantage

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.