Wealth Management Administrator

Wealth Management Administrator

Salary: £32,000

Location: Hinckley, Leicestershire

Job Type: Full-time, Permanent

Working Pattern: Office-based

We are currently recruiting for an experienced Wealth Management Administrator to join a professional and growing financial planning team in Hinckley.

This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients.

Key Responsibilities

• Provide administrative support to Financial Advisers and the wider team.
• Process new business across investments, pensions and protection.
• Prepare client documentation, meeting packs and correspondence.
• Maintain accurate client records and CRM systems.
• Liaise with providers and third parties to progress cases.
• Assist with client reviews and ongoing servicing.
• Process applications, transfers and financial planning documentation.
• Monitor outstanding requirements and ensure cases progress within agreed timescales.
• Handle client queries professionally.
• Ensure all administration is completed accurately and in line with regulatory requirements.

About You

• Previous experience within financial services, wealth management or financial planning administration.
• Good knowledge of investments, pensions and/or protection.
• Strong organisational skills and excellent attention to detail.
• Excellent written and verbal communication skills.
• Good Microsoft Office skills.
• Experience using CRM or financial services systems.
• Ability to manage multiple priorities and meet deadlines.
• Proactive, professional and client-focused approach.
• Ability to work effectively as part of a team.

What's on Offer

• £32,000 salary
• Full-time, permanent position
• Office-based role in Hinckley
• Supportive working environment
• Training and development opportunities
• Career progression opportunities

If you are an experienced Financial Services or Wealth Management Administrator looking for your next opportunity in Hinckley, we'd love to hear from you.