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

• 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.