Join a growing, forward-thinking wealth management firm where your skills make a difference.They're looking for an experienced
Wealth Management Administrator to support a busy and vibrant team. This is an excellent opportunity for someone from a
Financial Services background (ideally within a financial planning environment) who is confident, highly organised, and enjoys working in a collaborative setting.
If you have strong technical skills, a good understanding of FCA regulations, and enjoy providing a first-class service to both colleagues and clients, we'd love to hear from you.
What you'll be doing:- Building strong relationships through confident communication with clients and providers.
- Supporting advisers and the wider team to prepare tailored proposals and solutions for clients.
- Handling day-to-day admin duties, including compliance checks on new and existing business.
- Maintaining and managing databases to ensure accurate and up-to-date information.
What you'll bring:- Organised and able to juggle multiple tasks effectively.
- A positive, proactive attitude with a keen eye for detail.
- Previous experience in Financial Services administration, ideally with exposure to FCA-regulated environments.
- Confident using Microsoft Word, Excel, Outlook; experience with Salesforce or other CRM systems would be a real advantage.
What they offer in return:- A supportive, innovative, and collaborative environment.
- A forward-thinking team that values ideas and continuous improvement.
- A competitive salary and benefits package.
- Hybrid working after probation
- Opportunities for career progression and further professional development.
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