Wealth Management Administration Professional
3 weeks ago
We are seeking a highly skilled Wealth Management Administration Professional to join our client's team. As an Administrator, you will be responsible for supporting the Financial Advisers, preparing business cases, and maintaining accurate client records.
This is an exciting opportunity to develop your skills and expertise in a dynamic and respected firm, with an estimated annual salary of £30,000 - £40,000. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.
Main Responsibilities
• Preparation and management of business cases, including Pension, Investment, and Protection plans
• Maintenance of accurate client records and data
• Effective communication with clients, colleagues, and other stakeholders
• General administration tasks, including filing, reporting, and record-keeping
• Development and implementation of process improvements to enhance efficiency and productivity
Required Skills and Experience
• Proven experience in a Financial Services Administration role, ideally from an IFA Firm or Product Provider
• Strong working knowledge of the regulated financial services market
• Proficient in Microsoft Office applications and other relevant software
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team, with strong time management and organizational skills
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