Job Description
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome
Salary: Up to £26,000 - £30,000
Outskirts Wolverhampton, West Midlands
Looking to build a career in Wealth Planning?
- Do you already have experience within financial services and want to move into a financial planning/ IFA environment?
- Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning.
This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways
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About the Company
This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning.
The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning.
The Role
You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients.
- Reviewing and correcting client cash accounts
- Submitting and implementing new business
- Supporting advisers and paraplanners with client administration
- Maintaining accurate client records using systems
- Managing your own workload to meet service level expectations
- Escalating any issues that may impact delivery to your Team Leader
- Collaborating with colleagues across the business to ensure a seamless client experience
- Supporting wider business activities where required
What They're Looking For
- Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable
- A genuine interest in moving into wealth planning
- Strong organisation and attention to detail
- A proactive and team-focused approach
- Ability to manage your own workload
You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning.
If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
