At a Glance
- Tasks: Provide admin support to financial advisers and manage client enquiries.
- Company: Reputable wealth management firm in Alderley Edge with a client-focused team.
- Benefits: Salary up to £35,000, supportive environment, and career development opportunities.
- Other info: Great long-term career progression in a dynamic industry.
- Why this job: Join a respected firm and make a real impact in financial services.
- Qualifications: Experience in wealth management and strong organisational skills required.
The predicted salary is between 35000 - 35000 £ per year.
Location: Alderley Edge, Cheshire
Salary: Up to £35,000 per annum
Job Type: Full-Time, Permanent
About the Opportunity
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.
Key Responsibilities
- 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.
- Liaise with product providers, platforms, and third parties to obtain information and progress cases.
- Maintain accurate client records and ensure all information is up to date and compliant.
- Manage client enquiries professionally and efficiently.
- Monitor business pipelines and proactively follow up on outstanding actions.
- Assist with annual reviews, valuations, and client servicing requirements.
- Ensure all activities are conducted in line with FCA regulations and internal compliance procedures.
Skills & Experience
- Previous experience within a Wealth Management, Financial Planning, IFA, or Financial Services administration role.
- Strong understanding of pensions, investments, and financial planning processes.
- Excellent organisational skills with a high level of attention to detail.
- Strong communication skills and a professional telephone manner.
- Ability to manage multiple tasks and prioritise effectively.
- Experience using industry systems and provider platforms is advantageous.
- Proficiency in Microsoft Office, including Word, Outlook, and Excel.
Personal Attributes
- Professional and client-focused approach.
- Strong work ethic and willingness to learn.
- Ability to work independently and as part of a team.
- Positive attitude with excellent problem-solving skills.
- Committed to delivering exceptional service standards.
What's on Offer
- Salary up to £35,000 per annum.
- Supportive and collaborative working environment.
- Opportunity to develop within a respected wealth management business.
- Exposure to high-quality financial planning and client servicing processes.
- Long-term career progression opportunities within financial services.
For a confidential discussion and further information, please apply with your CV.
Wealth Management Administrator in Alderley Edge employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Join a highly regarded wealth management firm in Alderley Edge, where you will thrive in a supportive and collaborative environment. With a focus on professional development and long-term career progression, this role offers the chance to work closely with experienced advisers and paraplanners, ensuring exceptional client outcomes while enhancing your skills in financial services.
Contact Details:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator in Alderley Edge
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We think you need these skills to ace Wealth Management Administrator in Alderley Edge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at IRCFS - International Recruiters - Connecting Financial Specialists Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IRCFS - International Recruiters - Connecting Financial Specialists Limited.
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Since this is a full-time position, employers at IRCFS - International Recruiters - Connecting Financial Specialists Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
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Before your interview, reach out to current or former IRCFS - International Recruiters - Connecting Financial Specialists Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
