Wealth Management Administrator
Job in
Hinckley, Leicestershire, LE10, England, UK
Listed on 2026-09-22
Listing for:
Artemis Recruitment Consultants Ltd
Full Time
position Listed on 2026-09-22
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Banking & Finance, Finance Assistant
Job Description & How to Apply Below
Location:
Hinckley, Leicestershire Job Type: Full-time, Permanent Working Pattern:
Office-based We are currently recruiting for an experienced Wealth Management Administrator to join a professional and growing financial planning team in Hinckley. This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients.
Key Responsibilities Provide administrative support to Financial Advisers and the wider team. Process new business across investments, pensions and protection. Prepare client documentation, meeting packs and correspondence. Maintain accurate client records and CRM systems. Liaise with providers and third parties to progress cases. Assist with client reviews and ongoing servicing. Process applications, transfers and financial planning documentation. Monitor outstanding requirements and ensure cases progress within agreed timescales.
Handle client queries professionally. Ensure all administration is completed accurately and in line with regulatory requirements. About You Previous experience within financial services, wealth management or financial planning administration. Good knowledge of investments, pensions and/or protection. Strong organisational skills and excellent attention to detail. Excellent written and verbal communication skills. Good Microsoft Office skills. Experience using CRM or financial services systems.
Ability to manage multiple priorities and meet deadlines. Proactive, professional and client-focused approach. Ability to work effectively as part of a team. What's on Offer £32,000 salary Full-time, permanent position Office-based role in Hinckley Supportive working environment Training and development opportunities Career progression opportunities If you are an experienced Financial Services or Wealth Management Administrator looking for your next opportunity in Hinckley, we'd love to hear from you.
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