Wealth Management Administrator

Your new company
You'll be joining a well‑established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high‑quality client service.

Your new role
As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast‑paced, structured role ideal for someone who enjoys organisation, problem‑solving, and building strong working relationships.

Act as a primary point of contact for client queries and ongoing service needs
Prepare and issue review packs, valuations, fact finds, and meeting documentation
Process new business applications across pensions and investments
Liaise with product providers to obtain information and track application progress
Maintain accurate client records and ensure all documentation meets compliance standards
Support advisers and paraplanners with workflow, information gathering, and meeting preparation
Manage diaries, schedule client review meetings, and coordinate administrative tasks
What you'll need to succeed
To be successful in this highly visible role, you will have:

Highly organised, methodical, and detail‑focused
Strong communication skills and a proactive, positive attitude.
Ability to manage multiple tasks and work well under pressure.
Enjoys working collaboratively within a team.
Experience in administrative or financial services roles is essential.
Familiarity with financial planning systems and provider platforms is beneficial.
Confident using Microsoft Office applications.
Understanding of financial products is helpful, though full training will be provided.
What you'll get in return

Competitive salary
Workplace pension and life cover.
Access to an Employee Assistance Programme, including virtual GP services.
Discounts through employee reward platforms.
Access to wellbeing and fitness resources.
Regular one‑to‑one meetings to support personal development.
Client and staff referral bonuses.
Opportunities to participate in wellbeing or ESG‑focused groups.
A supportive, friendly working environment within a strong team culture.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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