Wealth Management Administrator
Location: Deeside, Flintshire
Salary: £25,000 - £28,000 + Benefits
We're recruiting for aWealth Management Administratorto join a growing financial planning firm in North Wales. This is a fantastic opportunity for an organised administrator looking to develop their career within financial services.
The Role
You’ll support Financial Advisers and Paraplanners by processing new business, maintaining client records, liaising with providers, and preparing documentation for client reviews while delivering an excellent client experience.
Key Responsibilities
- Process new business applications and provider requests
- Maintain accurate client records and back-office systems
- Obtain policy information and Letters of Authority (LOAs)
- Prepare documentation for annual client reviews
- Support advisers with day-to-day administration
- Ensure all work is completed accurately and in line with compliance requirements
About You
- Previous administration experience, ideally within financial services or wealth management
- Strong organisational skills and attention to detail
- Excellent communication and customer service skills
- Confident using Microsoft Office (Intelligent Office experience is advantageous)
What's on Offer
- £25,000 - £28,000 salary
- Excellent benefits package
- Career progression and ongoing training
- Supportive and collaborative team environment
INDP
Client Support Analyst in Hawarden employer: Prestige Recruitment Group
As a Quality and Logistics Coordinator, you will join a dynamic team in a supportive work environment that values attention to detail and proactive problem-solving. Our company offers excellent career progression opportunities, a Monday to Friday schedule, and a competitive salary, all while fostering a culture of collaboration and continuous improvement. Located in a thriving area, we provide the perfect setting for ambitious individuals eager to develop their skills and contribute to our success.
Contact Details:
Prestige Recruitment Group Recruitment Team
