Blackwood or Cardiff(Hybrid)
Salary up to £30,000
Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator. This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business.
This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered.
What you'll be doing
Responsibilities will include:
Managing and coordinating client meetings for both new and existing clients
Sending out relevant documentation and paperwork ahead of appointments
Requesting information from external providers
Uploading meeting notes and maintaining accurate client records
Updating Salesforce and internal systems
Passing actions and follow-ups to the paraplanner
Speaking with clients by telephone and email when required
Managing new client enquiries and sending financial questionnaires
Supporting with the organisation of client hospitality events
General administrative support to ensure the practice runs smoothly
What we're looking for
The firm is keen to meet people who are organised, proactive and comfortable managing their own workload.
You might currently be:
A financial services administrator looking for your next step
An experienced administrator wanting to move into wealth management
A paraplanner looking for a slightly different role within a growing firm
Key qualities include:
Strong organisational skills and attention to detail
Ability to work independently and take initiative
Professional and approachable manner when dealing with clients
Good telephone and email communication skills
A willingness to learn and develop within financial services
You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities.
Career development
The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development.
What's on offer
Salary up to £30,000
Monday-Friday 8.30-4.30 (can be flexible on hours)
25 days annual leave + bank holidays (Office closed over the Christmas period)
Hybrid working arrangement
Private Medical Insurance
Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction)
Personalised financial advice
If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat
Salary description
£30000.00 - £30000.00 per year