Wealth Management Administrator
other jobs Heat Recruitment
Added before 1 Days
- England,South West,Wiltshire,Swindon
- Full Time, Permanent
- £26,000 - £28,000 per annum
Job Description:
Executive Assistant/Administrator to Advisers
Location: Swindon (Hybrid after probation)
Salary: £27,000 + benefits
Hours: 35.5 hours per week (Mon–Thu 8:30–5, Fri 8:30–3)
Contract: Full-time, permanent
About the FirmA well-established and growing wealth management firm based in Swindon is looking for a proactive and professional Executive Assistant to Advisers to join its friendly and supportive team. The business has a close-knit, family-oriented culture and prides itself on providing exceptional service to a loyal high-net-worth client base.
The RoleThis position acts as the right-hand support to an Adviser, ensuring seamless client service, accurate documentation, and smooth operational processes.
It’s not a traditional PA role – it’s a client-focused, administrative and technical support role within a professional wealth management environment.
Key Responsibilities*Prepare and finalise client meeting notes (via internal AI system) and produce client review letters within set timeframes.
*Maintain and update CRM records and client files accurately.
*Support Advisers by managing documentation, case submissions, and due diligence.
*Work closely with internal support teams to ensure all client actions are completed efficiently.
About You
*Highly organised with strong administrative and coordination skills.
*Excellent communication and attention to detail.
*Professional, friendly, and confident when liaising with clients.
*Financial services experience helpful but not essential – full training provided.
*A proactive, adaptable team player who thrives in a collaborative environment.
Working Pattern & Benefits*Hybrid working after 6-month office-based training (Mon–Wed office, Thu–Fri home).
*35.5-hour week with early finish Fridays.
*25 days holiday plus bank holidays (with the option to buy or sell additional days).
*Company pension scheme.
*Birthday vouchers, Christmas gifts, and regular social events including summer and Christmas parties.
Join a team that values professionalism, collaboration, and genuine client care - apply today and take the next step in your career. Alternatively, get in touch to arrange a confidential chat about other similar opportunities in wealth management and financial services.
Location: Swindon (Hybrid after probation)
Salary: £27,000 + benefits
Hours: 35.5 hours per week (Mon–Thu 8:30–5, Fri 8:30–3)
Contract: Full-time, permanent
About the FirmA well-established and growing wealth management firm based in Swindon is looking for a proactive and professional Executive Assistant to Advisers to join its friendly and supportive team. The business has a close-knit, family-oriented culture and prides itself on providing exceptional service to a loyal high-net-worth client base.
The RoleThis position acts as the right-hand support to an Adviser, ensuring seamless client service, accurate documentation, and smooth operational processes.
It’s not a traditional PA role – it’s a client-focused, administrative and technical support role within a professional wealth management environment.
Key Responsibilities*Prepare and finalise client meeting notes (via internal AI system) and produce client review letters within set timeframes.
*Maintain and update CRM records and client files accurately.
*Support Advisers by managing documentation, case submissions, and due diligence.
*Work closely with internal support teams to ensure all client actions are completed efficiently.
About You
*Highly organised with strong administrative and coordination skills.
*Excellent communication and attention to detail.
*Professional, friendly, and confident when liaising with clients.
*Financial services experience helpful but not essential – full training provided.
*A proactive, adaptable team player who thrives in a collaborative environment.
Working Pattern & Benefits*Hybrid working after 6-month office-based training (Mon–Wed office, Thu–Fri home).
*35.5-hour week with early finish Fridays.
*25 days holiday plus bank holidays (with the option to buy or sell additional days).
*Company pension scheme.
*Birthday vouchers, Christmas gifts, and regular social events including summer and Christmas parties.
Join a team that values professionalism, collaboration, and genuine client care - apply today and take the next step in your career. Alternatively, get in touch to arrange a confidential chat about other similar opportunities in wealth management and financial services.
Job number 3082079
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...