Financial Wealth Administrator

2 months ago


Southport, United Kingdom Millwood Administration Group Full time

**Wealth Administrator**

**Birkdale, Southport**

This role as a Wealth Administrator is to provide comprehensive administration support, working closely with the operations manager and financial advisers in order to ensure that all day to day administration tasks are carried out.

As an administrator you will organise and coordinate the administration duties. You will be a point of contact for the Adviser and therefore a professional, polite and friendly telephone manner is expected. You will be highly organised, proactive and enthusiastic and you will also be able to effectively plan and prioritise your workload as well as provide guidance and support to the administrator when needed on how to organise their workload and delegate administrative duties to them where appropriate. You will be able to take instruction on your workload from the directors but also be able to manage this on your own initiative when necessary.

**Responsibilities**:

- Assist with organising and managing outlook diaries and confirming meetings to clients.
- Assisting with the provision of an efficient back office system and process all correspondence
- Create and assist with maintaining client files in both an electronic or paper format
- Ensure all dealings with clients are carried out in a professional and courteous manner
- Ensure all supporting documentation is maintained as per company procedures
- Maintain all standards of performance as required by the firm
- Answering the telephone and taking messages for the Adviser
- Handling office paperwork including photocopying and scanning to the cloud
- Ensuring that the filing system is maintained
- Preparing meeting packs for new and existing clients
- Updating and reviewing excel spreadsheets, CRM system and other Case Management systems such as Salesforce
- Draft letters as reasonably requested
- Ensure all dealings with clients are carried out in a professional and courteous manner

**Skills**:

- A basic knowledge and understanding of the Financial Services sector
- A good working knowledge of Microsoft Office to include, Outlook, Word and Excel
- The ability to work on your own initiative and unsupervised once the initial training period has passed
- Good telephone manner
- Ensure that you are aware of and understand the firms record keeping requirements and that you adhere to these
- An understanding of the provision of advice to clients in a compliant manner
- Take ownership and responsibility for all administrative duties
- Good organisational and time management skills
- Good attention to detail
- Must be a team player

This is an excellent opportunity for an organized and detail-oriented individual to contribute to the smooth operation of our office.

If you have the required skills and are looking for a challenging administrative role, we encourage you to apply.

**Job Types**: Full-time, Part-time, Permanent

**Salary**: £18,000.00-£22,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: In person

Reference ID: WA Mill


  • Administrator

    3 months ago


    Southport, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: BBBH18911_1684924731 Administrator **Vacancy Type**: Permanent **Location**: Southport, Merseyside **Salary**: £20000 - £23000 per annum Administrator - Southport PR9 - Permanent - up to £23,000 My client is an established name within the property/construction field. They are based in great offices on the outskirts of Southport (with...

  • Administrator

    3 months ago


    Southport, United Kingdom McCarthy Stone Full time

    ADMINISTRATOR McCarthy Stone are seeking an organised, proactive, and service focused part time Administrator to play a vital role in our Brunlees Court, development in Southport to help to enrich the lives of our homeowners! **Salary**: £11.44 per hour Hours: 15 per week McCarthy Stone have a wealth of support and benefits for their staff. These...


  • Southport, United Kingdom Ortus PSR Full time

    An award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners. They are currently seeking a Technical Administrator to join their team. This...

  • Ifa Administrator

    3 months ago


    Southport, United Kingdom Prestige Recruitment Group Full time

    **IFA Administrator** **Salary**: £28,000 - £32,000. Liverpool Merseyside based Financial Planning firm which is near Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business. This role also offers hybrid working from home 2-3 days a week. This Financial Services firm is known for a low staff turnover...

  • Data Entry Clerk

    3 months ago


    Southport, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: BBBH18683_1681992700 Data Entry Clerk **Vacancy Type**: Temporary **Location**: Southport, Merseyside **Salary**: £20000 - £21000 per annum TEMP - 4 - 6 weeks role, supporting with clearing back log. Responsibilities and Key Deliverable Processing purchase invoices Assisting with preparation of weekly payroll Assisting with accounts...

  • Accounts Administrator

    2 months ago


    Southport, United Kingdom Abbingdon Global Ltd Full time

    We are seeking a highly organised Individual, who has great Communication skills and has a strong analytical way of thinking. This position will provide valuable support to our Finance Lead and offer an excellent opportunity for professional growth and development. The Accounts Administrator will assist in various financial tasks, ensuring accurate and...


  • Southport, United Kingdom Prestige Recruitment Group Full time

    **Mortgage Administrator, Southport** **Salary £20,000 - £25,000.** A Specialist Financial Services firm based in Southport is looking to recruit a Mortgage Administrator. You’ll be working with a team of Mortgage Advisors, Directors, and the Administration team. **This Mortgage Administration role will involve**: - Assessing client documents - Data...

  • Mortgage Administrator

    3 months ago


    Southport, United Kingdom Prestige Recruitment Group Full time

    **Mortgage Administrator** **Salary £20,000 - £25,000.** **Southport, Merseyside** A Specialist Financial Services firm based in Southport, Merseyside is looking to recruit a Mortgage Administrator. You’ll be working with a team of Mortgage Advisors, Directors, and the Administration team. **This Mortgage Administration role will involve**: -...

  • Mortgage Administrator

    3 months ago


    Southport, United Kingdom Prestige Recruitment Group Full time

    **Mortgage Administrator** **Salary £20,000 - £25,000.** **Southport, Merseyside** A Specialist Financial Services firm based in Southport, Merseyside is looking to recruit a Mortgage Administrator. You’ll be working with a team of Mortgage Advisors, Directors, and the Administration team. **This Mortgage Administration role will involve**: -...

  • Sales Administration

    2 months ago


    Southport, United Kingdom Recruitment Solutions (North West) Ltd Full time

    Location: Southport **Salary**: £24,000 Our client is a leading wholesale food distributor and the preferred supplier for over 60,000 customers across the UK. We have a new opportunity to join our client an Administration Assistant to join their office in Southport. This position is well suited to an organized and process driven person who is looking to...

  • Data Entry Clerk

    3 months ago


    Southport, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: BBBH18683_1681988701 Data Entry Clerk **Vacancy Type**: Temporary **Location**: Southport, Merseyside **Salary**: £20000 - £21000 per annum TEMP - 4 - 6 weeks role, supporting with clearing back log. Responsibilities and Key Deliverables Processing purchase invoices Assisting with preparation of weekly payroll Assisting with...

  • Finance Administrator

    3 months ago


    Southport, United Kingdom The 79th Group Full time

    **Job Title: Finance Administrator - Full Time** The 79th Group are a family-owned asset management company with an entrepreneurial spirit, based in the UK but with global reach and partners and investors in most countries. As a Finance administrator, you will play a crucial role in in the financial health of our organisation. You will be responsible for...

  • Finance Administrator

    2 weeks ago


    Southport, Sefton, United Kingdom Kenton Black Full time £30,000

    Kenton Black Finance is collaborating with a well-established organization that has been a key player in the industry for over two decades. We are currently seeking a Finance Administrator to join our team on a full-time and permanent basis. This role offers flexible working hours and the benefit of having your own dedicated workspace. Your Responsibilities...

  • Financial Assistant

    1 month ago


    Southport, United Kingdom Alcedo Care Full time

    Due to business growth we are looking for an accountant to work within the accounts department of a busy Homecare Group the head office of which is based in Southport. The role involves duties such as general bookkeepingand credit control. This position would be ideal for someone with experience in a similar role wanting to join a friendly and enthusiastic...

  • HR Administrator

    1 month ago


    Southport, United Kingdom Page Personnel Full time

    Prestigious business - A team that is recognised as being among the best in the industry **About Our Client**: This role is for a leading Financial Services business, based in Southport, with a fantastic company culture. This business prides themselves on their inclusive and supportive workplace, and have a great benefits package, tailored to support your...


  • Southport, United Kingdom Sefton Council Full time

    An exciting opportunity has arisen to join the varied business support team within the Community Safety and Engagement Service. This role will support the day to day administration of the whole Community Safety and Engagement portfolio. This includes Domestic Abuse services, including Domestic Homicide Review admin support, Anti Social Behaviour team,...


  • Southport, United Kingdom Sefton Council Full time

    An exciting opportunity has arisen to join the varied business support team within the Community Safety and Engagement Service. This role will support the day to day administration of the whole Community Safety and Engagement portfolio. This includes Domestic Abuse services, including MARAC admin support, Anti Social Behaviour team, Neighbourhood management...


  • Southport, United Kingdom Page Personnel Full time

    Senior Investment Consultant - Award winning asset management company **About Our Client**: This business is a family run, award winning wealth management firm. They have numerous offices globally and are going through a rapid period of growth. This business specialise in providing varied investment solutions to a diverse clientele. They offer numerous...

  • Administrator

    1 month ago


    Southport, United Kingdom Anchor Full time

    Hours: 37.5 Reporting into the Home Manager, responsibilities will include: Implementing and maintaining effective administration and financial systems to meet location, customer and any external requirements. To be accountable for providing accurate information as required and ensuring admin processes and documentation are in place. Managing...

  • School Administrator

    3 months ago


    Southport, United Kingdom The Education Specialists (TES) Full time

    I am recruiting for a School Administrator/Receptionist for a Secondary School in Southport. This role is to start after Easter until the end of the academic year, working Monday to Friday 8am-4pm. The main purpose of the role is to provide general clerical or administrative support to the school under the direction of the office manager and/or senior...