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Wealth Management Administrator


Wealth Management Administrator

  • London (hybrid)
  • Full-time / Permanent
  • Medior/Senior level
  • 3-5y experience
  • £27,000 – £35,000

Immediate start Our client is an award-winning wealth manager with over 60 staff and 2,000 clients, including private individuals, companies and charities all around the UK. They believes in business as a force for good. Making a positive contribution to the wider community is a core part of their business philosophy (Certified B Corporation).

The difference you will make.

Role This is an opportunity to join an established Wealth Management company and develop your skills further as Wealth management Administrator. In this administrator support function you will be an integral member of the company's Operations/Client Servicing teams. As Administrator you will be a key part of one of the financial planning teams, supporting and establishing relationships with our clients. With regular interactions with external third parties (Platforms/Providers) as well as internally with Financial Planners, Paraplanners and other Administrators, the role will suit an individual with an adaptable and flexible working style, an ability to prioritise and manage workloads and strong communication skills. The candidate will report to the Head of Administration.

What you bring to the table.

Knowledge & Experience

  • 3-5 Years’ industry experience – 2yrs within an IFA environment
  • Excellent communication abilities and confident dealing with customers and colleagues in any situation
  • Confident with using a variety of provider platforms/Client management systems
  • Excellent product knowledge – especially trusts/Offshore and Onshore Bonds
  • Ability to process new applications and business using provider websites and platforms – experience of different Investment platforms is key
  • An ability to work within a task management system
  • Ability to prioritise and manage workloads
  • Self-motivated • Problem solver that shows initiative
  • Progression made with professional qualifications (desirable)

What’s in it for you.

Salary & Benefits

The role is a full-time position based in London with a salary range between £27k-£30k depending on experience + discretionary bonus. Other benefits include:

  • 25 days annual leave 
  • Auto enrolled into the company pension scheme after 3 months employment – matched employer contributions up to 6% of salary
  • GLA (4 x Salary) & GIP (75% of Salary)
  • Opportunity to join company share scheme after a year’s employment
  • Cycle to Work Scheme • Flexible & Remote Working Policy in operation – during their initial induction/training period the candidate may be expected to be based in the office on a more regular basis