Senior Wealth Management Administrator

Financial Services Administration

Reference ID



Financial Services Administration


to £29,000 per annum

Contact Person

Angela Liscombe

Job description

Senior Wealth Management Administrator

Derby (our ref AL901)

Salary £24,000 - £29,000 pa + benefits


My client is a Chartered Financial Planning practice offering independent financial and mortgage advice to both private and corporate clients.  They now have an exciting new opportunity for an experienced wealth management administrator / personal assistant to join their existing team.


Providing full administrative support to 2 Partners, your role will involve:


·        Checking and submitting new business

·        Utilising various industry and in-house IT systems including Intelligent Office

·        Working closely with the Partners and maintaining a good working relationship

·        Preparing client review packs

·        Dealing with queries from Partners and clients

·        Updating client details onto the systems

·        Processing and chasing transfers

·        Collating client information and producing reports


The ideal candidate will have previous experience within a wealth management environment and may have CII qualifications. Good IT and communication skills are required along with the ability to work accurately and to prioritise workloads in order to meet the required timescales.


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