Wealth Management Administrator

London - UK

Monthly Salary: £ 26000 - 28000

Posted on: 21 hours ago

Vacancies: 1 Vacancy

Job Summary

Wealth Management Administrator

Location: Central London
Salary:

An established and growing London-based wealth management firm is seeking a proactive Administrator to join its client support team.

This is an excellent opportunity for someone with experience in financial services who is looking to build a long-term career within wealth management. The business offers structured training and development with clear progression towards advisory roles and professional qualifications.

The organisation has experienced significant growth in recent years and manages substantial assets on behalf of private clients. It provides holistic financial planning services alongside specialist divisions supporting wider financial needs.

This role is based in central London with the opportunity for hybrid working.

The Role

The successful candidate will provide high-quality administrative and technical support to Wealth Manager ensuring excellent service delivery to clients at all times.

This position offers a structured development pathway towards becoming a qualified Wealth Manager supported by formal training professional exams and hands-on client exposure.

Key responsibilities include (but are not limited to):

Updating and maintaining client financial review documentation
Processing and following up on Letters of Authority
Monitoring and overseeing incoming funds
Processing fund switches and issuing associated documentation
Reviewing and managing business pipelines
Responding to client queries (both technical and administrative)
Managing workflows via CRM systems and internal tracking tools
Liaising with third-party providers and overseeing outsourced processes
Supporting continuous professional development towards advisory progression

Candidate Profile

This role would suit a confident organised and motivated individual who thrives in a professional fast-paced environment. The successful candidate will be detail-oriented proactive and capable of managing multiple priorities effectively.

Experience and skills:

Previous experience within Wealth Management or Financial Services
Willingness to study towards and complete CII qualifications
Experience using CRM systems
Strong attention to detail and organisational skills
Excellent written and verbal communication skills
High level of IT proficiency including MS Outlook Excel PowerPoint and Word
Ability to remain calm under pressure and manage competing deadlines
Professional proactive and positive approach
Ability to work independently as well as collaboratively within a team
Strong time management and multitasking skills

Wealth Management Administrator Location: Central London Salary: An established and growing London-based wealth management firm is seeking a proactive Administrator to join its client support team. This is an excellent opportunity for someone with experience in financial services who is looking ...