Wealth Management Administrator

Liverpool - UK

Yearly Salary: £ 26000 - 28000

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Wealth Management Admin Liverpool (Hybrid)

Job Type: Full-time or Part-time (min. 25 hours per week)
Salary:per year
Location: Liverpool (Hybrid working available)

A wellestablished and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced administrator to develop their career within a fastpaced clientfocused financial services environment.

The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing highquality financial planning services to highnetworth individuals and successful business owners.

The Role

As a Wealth Management Assistant you will provide essential support to advisers and clients covering a wide range of administrative and operational duties including:

Delivering comprehensive administrative support to advisers and wider colleagues
Managing and preparing key data for client reports and portfolio reviews
Producing meeting packs and writing followup client meeting notes
Handling client and provider enquiries via phone email and letter
Managing and updating the Practices CRM system
Diary management for senior team members
Processing new business and liaising with relevant external administration teams
Ensuring the smooth daytoday running of the practice through proactive organisation and attention to detail

Full training is provided with clear opportunities for progression and professional development.

The Person

The ideal candidate will have:

Previous experience within an administrative or office support role
Financial services experience (Wealth Management IFA etc.) desirable but not essential
Excellent customer service skills and the confidence to build strong client relationships
Strong IT skills including Microsoft 365 and the ability to learn new systems quickly
High attention to detail and strong problemsolving abilities
Excellent written and verbal communication skills
Strong organisational and timemanagement capabilities
A professional discreet and proactive approach

Benefits

Competitive salary:
Flexible working hours (2535 hours per week)
Hybrid working
Company pension
Longterm career development within a respected wealth management environment

If you are an organised proactive administrator looking to grow your career in a professional and supportive wealth management setting we would love to hear from you.

Wealth Management Admin Liverpool (Hybrid) Job Type: Full-time or Part-time (min. 25 hours per week) Salary:per year Location: Liverpool (Hybrid working available) A wellestablished and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and ...