Wealth Management Administrator

As a Wealth Management Administrator, the work centres on providing administration and planning support to Financial Planners and a professional service to new and existing clients. It would suit someone who can bring careful technical judgement and practical problem-solving to the role.

Known job details

• Work model: Hybrid
• Additional detail: Pension support may be included.

Likely focus of the role

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients.
• Undertake client valuations and preparing documentation ahead of client reviews.
• Providers for new business quotations and updating software accordingly.

Requirements mentioned

• Administrative, office, reception, data, systems, or coordination experience may be useful.