Wealth Management jobs in United Kingdom
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Administrator
Job summary
A financial services company in Fareham is seeking an experienced Financial Services Administrator to enhance their client onboarding journey. This role demands previous administrative experience, ideally in a financial sector. You will process applications, validate documentation, and maintain the client database. The position offers a vibrant culture with a hybrid working model and opportunities for career progression. A yearly bonus based on performance also awaits successful candidates.
Benefits
Qualifications
- Previous experience in a similar Administration support role essential.
- Basic Financial planning knowledge advantageous.
- Experience working within Financial Planning, Wealth Management.
Responsibilities
- Processing applications both electronically and manually.
- Validating ID and associated documentation.
- Maintaining the integrity of the client database.
Skills
Tools
£30,000 DOE + Benefits
Permanent
Fareham – Flexible working/Hybrid
Full Time Monday – Friday
Are you an experienced Administrator with experience within Financial Services, Wealth Management, or a similar sector? If so, we have a fabulous opportunity not to be missed! Our client is expanding and has exciting plans; they are looking for bright, enthusiastic like‑minded Administrators to join their success. Working as part of a high‑performing team you will support the client onboarding journey.
- Processing applications both electronically and manually
- Validating ID and associated documentation
- Maintaining the integrity of the client database – Intelligent office
- Manage and prioritise a busy workflow
- Receive, resolve or re‑direct inbound telephone calls
- Document creation and storage management
- Previous experience in a similar Administration support role essential
- Basic Financial planning knowledge advantageous
- Experience working within Financial Planning, Wealth Management, FCA regulated environment
- Experience using Intelligent Office system of special interest but training provided
- Strong organisational and communication skills
- Proficient with MS Office – Excel
- Vibrant culture based on trust and respect.
- Freedom to work a hybrid working pattern to suit you (2/3 office/home)
- Working as part of an established team of likeminded, driven high performing individuals.
- Investment in your learning and development.
- Yearly bonus payments in line with individual performance.
- Flexible benefits tailored to suit you
- Career progression and development opportunities
- Plus, much more!
Apply NOW to avoid disappointment! Due to the large volume of applications we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.