Job Title: Wealth Administrator Location: Stockport Salary: [£26,000]
Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.
The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.
You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.
Key Responsibilities:
-
Supporting advisers with client administration and advice implementation
-
Preparing client documentation and annual review packs
-
Managing and maintaining accurate client records
-
Liaising with providers to obtain valuations and illustrations
-
Handling client and provider queries via phone and email
-
Processing fund switches, withdrawals, and client updates
-
Supporting compliance and back-office administration
-
Assisting with general office and operational duties
Requirements:
-
Strong organisational skills and attention to detail
-
Professional communication and relationship-building skills
-
A proactive and team-oriented attitude
-
Interest in investments, financial markets, or financial planning
-
Desire to learn and progress within wealth management Previous financial services administration experience is beneficial but not essential.
Why Join?
-
Structured long-term career progression
-
Opportunity to progress into paraplanning and financial advice
-
Close mentorship from experienced professionals
-
Broad exposure across wealth management and financial planning
-
Supportive and collaborative team culture
-
Genuine opportunity to build a lasting career within the industry
Apply now for immediate consideration
