Wealth Management Administrator Salary: £32,000 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
Wealth Management Administrator employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
