At a Glance
- Tasks: Support advisers with administration for pensions, ISAs, and investment products.
- Company: Willday Wealth Management, a chartered independent financial adviser firm.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Exciting projects and a chance to develop your career in wealth management.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 40000 - 50000 Β£ per year.
Willday Wealth Management is a chartered independent financial adviser firm seeking a Senior Financial Services Administrator in the Greater Leicester Area. You will support advisers with end-to-end administration for pensions, ISAs and investment products, including preparing documentation, processing applications, and maintaining client records.
You will liaise with clients, providers and internal stakeholders, update CRM and platform systems, and assist with ad hoc projects while maintaining high standards.
Senior Financial Services Administrator β Wealth Management in Leicester employer: Willday Wealth Management
Willday Wealth Management is an exceptional employer that values its employees by fostering a supportive and collaborative work culture in the Greater Leicester Area. With a strong focus on professional development, we offer ample opportunities for growth within the financial services sector, alongside competitive benefits that enhance work-life balance. Join us to be part of a dedicated team where your contributions are recognised and rewarded, making a meaningful impact in the lives of our clients.
