Wealth Administrator - FTC

Opportunity

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Exeter office on a 12 month Fixed Term Contract basis.

• Communicate with Wealth Managers, clients, external Financial Advisers and other professional contacts.
• Prepare and process all new client documentation and existing client amendments.
• Process and monitor transfers of assets and cash from other institutions.
• Support ISA subscriptions and transfers.
• Process withdrawal instructions and cash movements.
• Coordinate with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• Maintain general record keeping and electronic filing.
• Adhere to Conduct Risk standards.

• Experience in administration with good organisational skills.
• Intermediate knowledge of the Office 365 Suite and Outlook.
• Excellent attention to detail.
• Proactive individual.
• Ability to work within a team and independently.
• Ability to meet deadlines and work within restricted timescales.

• Awareness of MiFID II legislative framework.
• Exposure to Wealth Management and Financial Planning.

• Leadership support for development through coaching and opportunities.
• Opportunity to work with the best in the field.
• Ability to make a difference and create lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

Location: Vantage Point, Woodwater Park, Pynes Hill, Exeter, United Kingdom

Employment Type: Contract (Fixed Term) – 35 hours per week – Salaried