Financial Services Administrator

2 weeks ago


London, Greater London, United Kingdom Wallace Bates Limited Full time

Our client, Wallace Bates Limited, is a leading Chartered financial services business offering wealth management and investment management to high net worth private clients. Following a recent restructure, they are seeking an experienced and highly competent individual to join their Administration Wealth support team in London as a Financial Services Administrator. Key responsibilities will include reviewing and verifying paperwork before proposals are submitted, conducting valuations, addressing fee queries, and providing administrative support to assist paraplanners. The ideal candidate will have a background in sales support administration within an IFA or financial adviser business, with financial planning qualifications being a distinct advantage. The role offers a competitive salary, hybrid working, and an excellent benefits package, including full exam support and bonus opportunities.



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