Administrator - Wealth Management

3 weeks ago


Leighton Buzzard, United Kingdom Brevere Group Full time

Are you an experienced financial services administrator looking to take the next step in a supportive and dynamic environment? Our growing wealth management practice, known for delivering high-quality advice to high-net-worth clients, is seeking a professional Administrator to provide comprehensive support to our Financial Advisers. The ideal candidate will have: Strong knowledge of the wealth management processExperience using industry-standard softwareA background in a wealth management or financial services environment Key Responsibilities: Ensuring the smooth and efficient running of the back officeWorking closely on a 1:1 basis with an adviser and collaborating with the wider team to deliver exceptional servicePreparing documentation for client review meetings, including meeting packs, debrief notes, and follow-up actionsScheduling and coordinating client review meetingsManaging and delivering client reviews in line with service level standardsProducing standard documentation, such as SLs, CFRs, illustrations, calculations, and compliance paperwork, through to submission About You: A confident, professional, and numerate individual with a proactive, "can-do" attitudeIdeally experienced in wealth management with a good overall ...



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