At a Glance
- Tasks: Provide admin support to financial advisers and assist with client documentation.
- Company: Reputable wealth management firm in Alderley Edge with a client-focused approach.
- Benefits: Full-time position with opportunities for career development in financial services.
- Other info: Great long-term career progression opportunities in a respected firm.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 18000 - 25000 £ per year.
Our client, a highly regarded and growing wealth management firm based in Alderley Edge, is seeking an experienced Wealth Management Administrator to join their professional and client-focused team.
This is an excellent opportunity for an organised and detail-oriented individual looking to develop their career within financial services, supporting advisers and paraplanners in delivering exceptional client outcomes.
- Provide comprehensive administrative support to Financial Advisers and Paraplanners.
- Process new business applications across pensions, investments, protection, and savings products.
- Prepare client documentation, reports, illustrations, and meeting packs.
- Assist with annual reviews, valuations, and client servicing requirements.
Previous experience within a Wealth Management, Financial Planning, IFA, or Financial Services administration role is required. Strong understanding of pensions, investments, and financial planning processes is essential.
Strong communication skills and a professional telephone manner are necessary. Proficiency in Microsoft Office, including Word, Outlook, and Excel is expected.
Opportunity to develop within a respected wealth management business with exposure to high-quality financial planning and client servicing processes. Long-term career progression opportunities within financial services are available.
Locations
Data Entry Admin Apprentice in Alderley Edge, Cheshire employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Join a highly regarded wealth management firm in Alderley Edge, where you will be part of a professional and client-focused team dedicated to delivering exceptional outcomes. With a strong emphasis on employee growth, this role offers comprehensive training and long-term career progression opportunities within the financial services sector, all while enjoying a supportive work culture that values organisation and attention to detail.
Contact Details:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team
