At a Glance
- Tasks: Prepare Annual Review Packs and support financial advisers in a dynamic environment.
- Company: A respected Wealth Management firm with a focus on client service.
- Benefits: Competitive salary, hybrid working, generous leave, and career progression.
- Other info: Opportunity for long-term career growth in a supportive team.
- Why this job: Join a growing team and make a real impact in Wealth Management.
- Qualifications: Experience in Wealth Management administration and strong organisational skills.
The predicted salary is between 35000 - 36000 £ per year.
My client, a highly regarded and growing Wealth Management firm, is looking to appoint an experienced Wealth Management Administrator to join their expanding team. This is an excellent opportunity for an individual with a strong background in IFA/Wealth Management administration who enjoys working in a fast-paced environment and takes pride in delivering exceptional client service and operational support.
The Opportunity
This role will be heavily focused on the preparation and production of Annual Review Packs. The successful candidate will also play a key part in supporting advisers and helping to maintain the high standards expected within a busy Wealth Management business. As part of a close-knit administration team, the successful individual will be expected to support colleagues, share knowledge and contribute towards the continual improvement of processes.
Key Responsibilities
- Produce high-quality Annual Review Packs accurately and within agreed timescales.
- Provide comprehensive administrative support to Financial Advisers.
- Process new business, client reviews, and servicing activities.
- Maintain accurate client records and documentation.
- Liaise with providers, clients and advisers to ensure outstanding client service.
- Ensure compliance and regulatory requirements are met at all times.
- Support fellow administrators and contribute to an efficient team environment.
- Identify opportunities to improve administrative processes and client experience.
The Ideal Candidate
To be considered, applicants must have previous experience working within a UK Wealth Management, Financial Planning or IFA firm. The successful candidate will demonstrate:
- Previous Wealth Management / IFA Administration experience (essential).
- Strong understanding of Financial Planning administration processes.
- Experience producing Annual Review Packs would be highly advantageous.
- Excellent organisational and time management skills.
- High levels of accuracy and attention to detail.
- Strong communication and interpersonal skills.
- The ability to manage multiple priorities in a busy environment.
- A proactive attitude with a genuine desire to support both clients and colleagues.
Salary & Benefits
£35,000–£36,000 depending on experience. Hybrid working available following initial onboarding (typically three days in the office during the training period). Group Life Assurance (4x salary). Workplace Pension. Income Protection. 25 days annual leave, increasing with length of service. Healthcare and Health Cash Plan options. Excellent long-term career progression within a growing Wealth Management business.
Interested?
This is a confidential appointment, and full details of the business will be shared with shortlisted candidates. If you have current or recent UK Wealth Management administration experience and would like to learn more, please get in touch for a confidential discussion.
Wealth Management Administrator in Slough employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Join a highly regarded Wealth Management firm in London, where you will thrive in a supportive and collaborative environment that values exceptional client service. With hybrid working options, competitive salary, and a comprehensive benefits package including healthcare and long-term career progression, this is an excellent opportunity for those looking to grow within the Wealth Management sector.
Contact Details:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team
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We think this is how you could land Wealth Management Administrator in Slough
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We think you need these skills to ace Wealth Management Administrator in Slough
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✨Brush Up on Financial Analysis Skills
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