At a Glance
- Tasks: Support financial advisers and paraplanners with administrative tasks and client documentation.
- Company: Reputable wealth management firm in Alderley Edge, focused on client success.
- Benefits: Competitive salary up to £35,000, career development, and a supportive team environment.
- Other info: Join a growing team with opportunities for professional growth and development.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Organised, detail-oriented, and ready to learn in a fast-paced environment.
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.
Wealth Management Administrator employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Join a prestigious wealth management firm in Alderley Edge, where you will be part of a dynamic and supportive team dedicated to delivering exceptional client service. With a strong focus on professional development, the company offers ample opportunities for growth within the financial services sector, alongside a collaborative work culture that values attention to detail and client satisfaction. Enjoy a competitive salary and the chance to make a meaningful impact in a thriving environment.
Contact Details:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team
