Practice Manager

Wealth Management Administrator Bristol | Financial Services | Full or Part Time Burgh Recruitment is supporting a respected wealth management firm based in Bristol in their search for an experienced Wealth Management Administrator This role is ideal for someone with financial services admin experience who enjoys supporting advisers and delivering excellent client service.

Key responsibilities:

Providing administrative support to Financial Planners Processing new business, valuations, illustrations and policy changes Liaising with providers and platforms Preparing client review packs and documentation Maintaining accurate client and compliance records Requirements:
Previous experience in wealth management or IFA administration Strong organisational skills and attention to detail Confident communication skills

Experience with back-office systems and platforms (desirable) Whats on offer:
Stable, well-established firm Supportive team environment (c)£35,000 depending on experience