Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working)
Salary: £27,000-£31,000 DOE + discretionary quarterly bonus
Type: Permanent, Full-Time, Office based
A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.
You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training, offering structured onboarding and opportunities to build on your technical skill set.
What You’ll Be Doing
You will work closely with the wider service and technical teams, receiving structured training during the first three months to gain a full understanding of internal processes.
Typical responsibilities include:
- Acting as a point of contact for clients and product providers
- Gathering and organising policy information
- Processing new business
- Supporting annual review preparation
- Preparing client information for adviser and paraplanner meetings
- Using financial software (training provided) to produce investment summaries and reports
- General administrative duties to support the smooth running of the department
Candidates should be confident, well-presented, and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.
Essential:
Desirable:
- RO1, CF1, FA1 or equivalent qualifications (or relevant experience)
- Quarterly bonus scheme
- 5% pension contribution
- 23 days holiday + bank holidays (additional days awarded with service)
- Option to buy or sell annual leave
- Group life cover
- Group income protection
- Support for industry exams and ongoing professional development
- Regular training refreshers and progression pathways
- Wellbeing package including GP access, Mental Health support and Physiotherapy.
