Wealth Management Administrator
Location: Flintshire
Salary: £25,000 - £32,000 + Benefits
We're recruiting for a Wealth Management Administrator to join a growing financial planning firm in North Wales. This is a fantastic opportunity for an organised wealth management 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
- Submitting applications
- Liaise with product providers on paperwork
- 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 financial services administration experience within wealth management is essential.
- Strong organisational skills and attention to detail
- Excellent communication and customer service skills
What's on Offer
- £25,000 - £32,000 salary
- Excellent benefits package
- Career progression and ongoing training
- Supportive and collaborative team environment
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Wealth Management Administrator in Mold 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
