Wealth Administration Specialist | Hybrid & Path
Job in
Coventry, West Midlands, CV1, England, UK
Listed on 2025-11-28
Listing for:
IDEX Consulting
Full Time
position Listed on 2025-11-28
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
A leading financial planning firm in Coventry is seeking a Wealth Administrator to support a Senior Financial Adviser. The role involves managing client journeys, processing new business, and liaising with providers. Ideal candidates have 2+ years in wealth management, strong organisational skills, and experience with Intelligent Office. A competitive salary of £32,000 and hybrid working are offered.
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