Wealth Management Administrator
Job in
Chester, Cheshire, CH1, England, UK
Listed on 2026-09-06
Listing for:
Prestige Recruitment Group
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Wealth Management Administrator
Location:
Chester, Cheshire
Salary: £26,000 - £30,000 + Benefits
Are you an experienced Wealth Management Administrator looking to join a growing wealth management firm in Chester?
We're recruiting for a Wealth Management Administrator to support Financial Advisers and Paraplanners, delivering an outstanding service to clients while ensuring all administration is completed accurately and efficiently.
The Role:- Support Advisers with client administration and new business.
- Obtain provider information, valuations and quotations.
- Prepare client documentation and maintain back-office systems.
- Manage adviser diaries and client communications.
- Deliver a professional, high-quality service to clients and providers.
- Previous experience within an IFA, Wealth Management or Financial Planning environment.
- Excellent organisational and communication skills.
- Strong attention to detail and ability to manage multiple tasks.
- CII studies (or willingness to study) would be an advantage.
Excellent opportunity to join a respected financial planning business offering career development, a supportive team and competitive salary.
INDP
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