Wealth Management Administrator

Financial Services Administration

Reference ID



Financial Services Administration


to £21,000 pa

Contact Person

Angela Liscombe

Job description

Wealth Management Administrator

Derby (our ref AL902)

Salary £16,000 - £21,000 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 administrator to join their existing team.


Providing administrative support to senior administrator and a team of Financial Advisers your role will include:


·        Assisting with new business submission

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

·        Working closely with the Advisers and other administrators to maintain good working relationships

·        Assisting with the preparation of client review packs

·        Dealing with general enquiries

·        Updating client details onto the systems

·        General administration to ensure smooth running of the office


The ideal candidate will have previous administration experience within either a wealth management or professional office environment and will have a genuine interest in a career within financial services. 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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