Wealth Management Administrator

Wealth Management Administrator

Location:

Flintshire
Salary: £25,000 - £32,000 + Benefits

We're recruiting for a Wealth Management Administrator to join a growing financial planning firm in North Wales. This is a fantastic opportunity for an organised wealth management administrator looking to develop their career within financial services.

You'll support Financial Advisers and Paraplanners by processing new business, maintaining client records, liaising with providers, and preparing documentation for client reviews while delivering an excellent client experience.

• Process new business applications and provider requests
• Maintain accurate client records and back-office systems
• Submitting applications
• Liaise with product providers on paperwork
• Prepare documentation for annual client reviews
• Support advisers with day-to-day administration
• Ensure all work is completed accurately and in line with compliance requirements

• Previous financial services administration experience within wealth management is essential.
• Strong organisational skills and attention to detail
• Excellent communication and customer service skills

• £25,000 - £32,000 salary
• Excellent benefits package
• Career progression and ongoing training
• Supportive and collaborative team environment