Wealth Management Administrator

Wealth Management Administrator

Salary: £32,000

Location: Hinckley, Leicestershire

Job Type: Full-time, Permanent

Working Pattern: Office-based

We are currently recruiting for an experienced Wealth Management Administrator to join a professional and growing financial planning team in Hinckley.

This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients.

Key Responsibilities

• Provide administrative support to Financial Advisers and the wider team.

• Process new business across investments, pensions and protection.

• Prepare client documentation, meeting packs and correspondence.

• Maintain accurate client records and CRM systems.

• Liaise with providers and third parties to progress cases.

• Assist with client reviews and ongoing servicing.

• Process applications, transfers and financial planning documentation.

• Monitor outstanding requirements and ensure cases progress within agreed timescales.

• Handle client queries professionally.

• Ensure all administration is completed accurately and in line with regulatory requirements.

About You

• Previous experience within financial services, wealth management or financial planning administration.

• Good knowledge of investments, pensions and/or protection.

• Strong organisational skills and excellent attention to detail.

• Excellent written and verbal communication skills.

• Good Microsoft Office skills.

• Experience using CRM or financial services systems.

• Ability to manage multiple priorities and meet deadlines.

• Proactive, professional and client-focused approach.

• Ability to work effectively as part of a team.

What's on Offer

• £32,000 salary

• Full-time, permanent position

• Office-based role in Hinckley

• Supportive working environment

• Training and development opportunities

• Career progression opportunities If you are an experienced Financial Services or Wealth Management Administrator looking for your next opportunity in Hinckley, we'd love to hear from you.