Wealth Administrator
Salary: Up to £40,000 per annum, depending on experience
Location: Aldershot
Hours: Full-time
Job Type: Permanent
The Role
The Wealth Administrator role will include the following responsibilities:
Providing comprehensive administrative support to financial advisers and wealth managers.
Preparing, processing and maintaining client documentation, including applications, transfers and investment paperwork.
Supporting the administration of pensions, ISAs, investments and other wealth management products.
Liaising with clients, providers, investment platforms and third-party organisations to obtain information and resolve queries.
Monitoring the progress of new business, pension transfers, withdrawals and other client transactions.
Maintaining accurate client records and ensuring all information is kept up to date on internal systems.
Assisting with the preparation of client review packs, valuations and financial reports.
Ensuring all administrative activities comply with relevant regulatory requirements and internal procedures.
Managing incoming correspondence, emails and telephone enquiries professionally and efficiently.
Working collaboratively with advisers and colleagues to ensure deadlines are met and clients receive an excellent standard of service.
The Candidate
To be considered for this Wealth Administrator opportunity, our ideal candidate will have:
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Previous experience within financial services administration, ideally in wealth management, financial planning or investment management.
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A good understanding of pensions, ISAs, investments and financial products.
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Strong organisational skills and excellent attention to detail.
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The ability to manage multiple tasks and prioritise workloads effectively.
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Excellent written and verbal communication skills.
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A professional, proactive and client-focused approach.
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Good IT skills, including Microsoft Office and experience using client management systems.
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The ability to work independently whilst contributing positively to a wider team.
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A strong commitment to maintaining accurate records and delivering high-quality administrative support.
You will also possess the following skills and attributes:
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Excellent interpersonal and communication skills.
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Strong administration and organisational ability.
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A methodical approach to work, with a high level of accuracy.
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The ability to manage competing priorities and meet deadlines.
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A proactive approach to problem-solving and resolving client queries.
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A professional and discreet approach when handling confidential client information.
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Strong attention to detail and a commitment to maintaining high standards.
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A positive attitude, strong work ethic and willingness to learn.
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The ability to build effective working relationships with colleagues, clients and external providers.
Desirable Qualifications
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Experience using financial planning software or investment platforms.
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Knowledge of FCA regulatory requirements and financial services processes.
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Progress towards, or a willingness to work towards, a relevant industry qualification, such as a CII qualification in financial services or financial planning.
Benefits
The successful Wealth Administrator will be provided with:
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Competitive salary of up to £40,000, depending on experience.
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Opportunities for career progression within wealth management and financial planning.
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Support for relevant professional qualifications and ongoing training.
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A supportive and collaborative working environment.
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The opportunity to develop specialist knowledge of pensions, investments and wealth management.
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The opportunity to work closely with experienced financial advisers and wealth management professionals.
If you're an organised and detail-oriented financial services professional looking for your next opportunity, with a salary of up to £40,000 and the chance to develop your career within wealth management, we'd love to hear from you
