Full job descriptionFindCore are thrilled to be assisting an established, award-winning financial planning business with the recruitment of a Wealth Management Administrator.
Permanent, full-time position based near Wetherby, West Yorkshire. This is a fully office-based role supporting Financial Planners and their clients across a broad range of financial planning products.
Salary
Fully Negotiable depending on experience + discretionary bonus + excellent benefits
Key Responsibilities
*Provide administrative support to Financial Planners across a range of financial products.
*Manage client records and maintain accurate documentation.
*Liaise directly with clients and provide regular updates.
*Prepare documentation ahead of client meetings.
*Track investments and support the implementation of financial plans.
*Process client administration accurately and efficiently.
*Maintain a high standard of client service throughout the financial planning process.
*Work closely with Advisers and other members of the client service team.
Skills & Experience
*At least 2 years’ experience within wealth management or financial planning.
*Strong client service and communication skills.
*Excellent attention to detail and accuracy.
*Good organisational skills and ability to manage a busy workload.
*Confident using Microsoft Office and learning new financial services systems.
*Professional, reliable and comfortable working as part of a collaborative team.
What’s on Offer
*Discretionary bonus scheme.
*Training and exam support for career progression.
*27 days’ annual leave, increasing with service, plus bank holidays.
*Additional day off for your birthday.
*Generous group pension scheme.
*Private health and mental health support.
*Death in service benefit of 4x salary.
*Excellent long-term career development within financial planning.
Please apply.