Financial Services Support Specialist

3 weeks ago


Wolverhampton, Wolverhampton, United Kingdom Hays Specialist Recruitment Limited Full time

Exciting Opportunity for a Wealth Management Administrator

Are you seeking a rewarding role in administration? We have an excellent opportunity available that may pique your interest. This is a permanent position requiring expertise in the Wealth Management sector.

Position Overview:

Wealth Management Administrator
Salary: £25,000 - £27,000
Location: Office-based

Key Responsibilities:

  • Provide comprehensive administrative assistance to financial advisors, clients, and stakeholders.
  • Manage client appointments and ensure all pre-meeting preparations are completed.
  • Document all client interactions and inquiries within the internal CRM system.
  • Adhere to established protocols, including compliance with FCA and GDPR regulations.
  • Input and maintain client information in the internal database.
  • Prepare and distribute essential business documentation.
  • Support the paraplanning team with administrative tasks.
  • Oversee and manage an inbox efficiently.
  • Assist in other departments as required.

Required Skills and Qualifications:

  • Proven experience in the Wealth Management field is essential.
  • Strong administrative and data entry capabilities.
  • Knowledge of GDPR and FCA compliance requirements.
  • Exceptional customer service skills, both over the phone and via email.


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