Wealth Management Administrator
Location: Chester, Cheshire
Salary: £26,000 - £30,000 + Benefits
Are you an experienced Wealth Management Administrator looking to join a growing wealth management firm in Chester?
We're recruiting for a Wealth Management Administratorto support Financial Advisers and Paraplanners, delivering an outstanding service to clients while ensuring all administration is completed accurately and efficiently.
The Role:
- Support Advisers with client administration and new business.
- Obtain provider information, valuations and quotations.
- Prepare client documentation and maintain back-office systems.
- Manage adviser diaries and client communications.
- Deliver a professional, high-quality service to clients and providers.
About You:
- Previous experience within an IFA, Wealth Management or Financial Planning environment.
- Excellent organisational and communication skills.
- Strong attention to detail and ability to manage multiple tasks.
- CII studies (or willingness to study) would be an advantage.
Excellent opportunity to join a respected financial planning business offering career development, a supportive team and competitive salary.
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Wealth Management Administrator in Chester employer: Prestige Recruitment Group
Prestige Recruitment Group is an exceptional employer located in the vibrant city of Liverpool, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from continuous professional development opportunities, allowing for personal growth while contributing to meaningful financial education initiatives. With a focus on creativity and impactful content creation, this role provides a unique chance to blend financial expertise with engaging storytelling in a supportive environment.
Contact Details:
Prestige Recruitment Group Recruitment Team
