Senior Wealth Management Administrator

4 weeks ago


StratforduponAvon, Warwickshire, United Kingdom Heat Recruitment Full time
Senior IFA Administrator

We are seeking a highly organized and detail-oriented candidate to join our growing wealth management practice in Manchester.

The successful applicant will have a minimum of 3 years' experience in administration or client service within the wealth management sector.

Key responsibilities include:

  • Providing exceptional client service and support
  • Managing administrative tasks and processes
  • Collaborating with the team to deliver a high-quality client experience

We offer a competitive salary and excellent benefits package, as well as the opportunity to work from home 3 days a week after probation.

Our ideal candidate will be a great team player with excellent IT skills and experience with platform and back office CRM systems.



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