Senior Wealth Administrator

What is the opportunity

We have an exciting opportunity for a Senior Wealth Administrator to join the team in Bath on a permanent basis. The role will assist with and oversee the day‑to‑day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team. This is a permanent, full‑time role with 4 days in the office – perfect for someone who thrives in a flexible, relationship‑driven environment.

• Communicate with Wealth Managers and clients.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support with ISA subscriptions and transfers.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• General record keeping and electronic filing.
• Supports business development activities.
• Assist with the running of projects for the office where appropriate, and to show leadership by volunteering to be champions/ambassadors.

• Previous administration experience within Wealth Management.
• Intermediate knowledge of MS Word/Excel/Outlook.
• Strong attention to detail.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.

• Studying towards a relevant Level 3 qualification.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

Queen Square Place: BATH

City:
Bath

Country:
United Kingdom

Work hours/week: 35

Employment Type:

Full time

Job Type: Regular

Pay Type:

Salaried