Job Description

Your new companyYou'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 roleAs 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 succeedTo 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 nowIf 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. xbpsjku

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