Wealth Management Administrator

Wealth Management Administrator role at a financial planning practice. The role involves administrative support, client care, and technical knowledge in financial services.

Requirements

• Experience in administration within financial services
• Technical administration within pensions, investments or insurance
• Strong understanding of financial products and processes
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Strong organisational skills and ability to prioritise
• Professional, reliable and positive attitude
• Confident using MS Word and Excel
• Ability to maintain confidentiality and work well within a team

Benefits

• Quarterly bonus scheme
• 5% pension contribution
• 23 days holiday + bank holidays
• Option to buy or sell annual leave
• Group life cover
• Group income protection
• Support for industry exams and ongoing professional development
• Regular training refreshers and progression pathways
• Wellbeing package