Wealth Administrator

Are you a graduate, trainee, or school leaver looking to kickstart a professional career? Do you have strong administrative and organisational skills? If so, this is your chance to join a dynamic Wealth Management team and gain valuable experience while working towards industry-recognised qualifications.

As a Wealth Administrator, you’ll be at the heart of our operations, supporting our Wealth Management team with essential administrative tasks. This role offers an excellent foundation for a rewarding career in Wealth Management, with responsibilities that include:

• Administrative Support: Using the XPlan back-office system to process client transactions efficiently and maintain high standards of accuracy.
• Compliance and Documentation: Gaining insight into investment, insurance, and pension processes while ensuring all documentation complies with regulatory requirements.
• Task Management: Working closely with Financial Advisers and Directors to complete tasks and process transactions.
• Secretarial Duties: Assisting with duties such as minute-taking and managing correspondence.
• Client and Provider Liaison: Acting as a professional point of contact for clients, handling queries, and coordinating with providers to maintain excellent service.
• Information Management: Uploading and managing information via providers’ portals to ensure smooth operations.

You’ll receive ongoing mentoring and support, with the opportunity to work towards the Chartered Institute of Securities and Investments L3 Investment Operations Certificate (IOC). This qualification, paired with practical experience, will help you build a successful career in the field.

This role is perfect for individuals at the start of their professional journey, including graduates, school leavers, and trainees eager to develop their skills. We’re looking for someone who is:

• Highly organised, with excellent time-management skills.
• Detail-oriented, with a strong focus on accuracy.
• A confident communicator and a great team player.
• Positive, proactive, and professional in their approach.
• Proficient in Microsoft Office applications.

While previous experience in a financial or administrative role is an advantage, full training will be provided. A desire to learn and work towards qualifications within a structured timeline is essential.

This is your chance to step into a professional role, develop valuable skills, and build a career in Wealth Management.

Ready to apply? Don’t miss this exciting opportunity – we’d love to hear from you!

Three Counties Limited is a well-established firm of Chartered Independent Financial Advisers. Our office is situated within the beautiful Lambton Park Estate surrounded by the countryside, making it a beautiful place to work. Just on the outskirts of Chester-Le-Street, County Durham, our modern office provides a pleasant working environment and is within proximity to local amenities.

At Three Counties Limited we value our staff; we are committed to their training and development. This is demonstrated by the fact that we receive long levels of service. Continuity of personnel is important to us, as it is essential in building and maintaining lasting relationships with our clients.

Your salary will be competitive, based on experience and qualifications, with pension scheme, death in service and other benefits.

If you feel you have the skills and experience to be successful within this role, we would love to hear from you.

To apply, please send your CV and a covering letter to: Phil Groom, HR Greaves West & Ayre (Our sister organisation) 17 Walkergate, Berwick upon Tweed TD15 1DJ Email: p.groom@gwayre.co.uk