Wealth Management Administrator

FindCore are thrilled to be assisting an established, award-winning financial planning business with the recruitment of a Wealth Management Administrator .

Permanent, full-time position based near Wetherby, West Yorkshire . This is a fully office-based role supporting Financial Planners and their clients across a broad range of financial planning products.

Salary

Fully Negotiable depending on experience + discretionary bonus + excellent benefits

Key Responsibilities

• Provide administrative support to Financial Planners across a range of financial products.

• Manage client records and maintain accurate documentation.

• Liaise directly with clients and provide regular updates.

• Prepare documentation ahead of client meetings.

• Track investments and support the implementation of financial plans.

• Process client administration accurately and efficiently.

• Maintain a high standard of client service throughout the financial planning process.

• Work closely with Advisers and other members of the client service team.

Skills & Experience

• At least 2 years' experience within wealth management or financial planning.

• Strong client service and communication skills.

• Excellent attention to detail and accuracy.

• Good organisational skills and ability to manage a busy workload.

• Confident using Microsoft Office and learning new financial services systems.

• Professional, reliable and comfortable working as part of a collaborative team.

What's on Offer

• Discretionary bonus scheme.

• Training and exam support for career progression.

• 27 days' annual leave, increasing with service, plus bank holidays.

• Additional day off for your birthday.

• Generous group pension scheme.

• Private health and mental health support.

• Death in service benefit of 4x salary.

• Excellent long-term career development within financial planning.

Please apply.