Wealth Management Administrator

Reference: AL1080

Nr Derby City Centre
Salary to c£23,000 pa depending on experience + benefits

My client, a successful Independent Financial Adviser & Mortgage Brokerage Company based just outside of Derby City Centre has an exciting opportunity for an experienced Wealth Management Administrator to join their office based team.

The role:

Joining a busy Administration Team you will provide support to Financial Advisers and their clients. The scope and duties of the role will include:

  • Submitting new business and managing cases through to conclusion
  • Preparing annual portfolio reviews
  • Processing Letters of Authority and obtaining the required information
  • Maintaining client records via Intelliflo Office
  • Dealing with ad hoc requests from Advisers and Clients
  • General office duties to include welcoming visitors, booking meeting rooms, dealing with post, scanning and answering the telephone

About you:

To be successful you will have:

  • 2 years similar experience within Financial Services preferred but it is essential that you have at least 1 years experience
  • Financial Services product knowledge
  • Excellent communication skills
  • High level of competency with Microsoft and experience with Intelliflo Office is highly desirable
  • Good attention to detail with ability and desire to work to a high standard
  • An ability to deliver excellent customer service


  • CII exam support and pay increases for CII exam passes
  • Salary £20,000 to c£23,000 dependent on experience
  • Generous pension contributions and Group Life Assurance cover
  • Opportunity to progress your career within the company

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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