Practice Administrator; Wealth Management

Position: Practice Administrator (Wealth Management)
Practice Administrator Role - Wealth Management (On-Site)

A well‑established financial planning practice is seeking a Practice Administrator to support a team of advisers and contribute to the smooth running of day‑to‑day operations. The firm provides personalised financial advice and long‑term client support, and the role sits within a collaborative, professional environment.

The Role

You will join a fast‑paced administrative team responsible for managing adviser workflow, preparing documentation, maintaining client records, and ensuring operational accuracy. The position suits someone confident, numerate, and proactive, with a strong eye for detail and a "can‑do" approach.

Development & Progression

The firm offers structured development, including personalised progression plans and support toward recognised industry qualifications. This role is ideal for someone looking to build a long‑term career within financial services.

What You'll Need

Strong IT capability

Excellent organisation and time‑management

Clear, professional communication skills

Ability to use initiative and work independently

Relative experience to the Wealth Management industry

Salary

From £26,000 per year

Benefits

A competitive benefits package is provided, including pension contributions, insurance options, and additional employee perks.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age