Senior Administrator – Wealth Management

Overview

In this role you support high-net-worth private client services within a forward-thinking wealth management firm. You act as the first point of contact for client queries and coordinate with product providers, ensuring a smooth end-to-end wealth planning process. You will manage and refine administrative workflows to deliver first-class service to clients and internal teams. You contribute to the ongoing improvement of services and support your professional development in a dynamic financial environment.

Pay / Benefits

• generous basic package
• support to develop skills and advance career

Responsibilities

• Serve as initial point of contact for client queries and liaise with product providers
• Manage and develop administration and review processes to ensure high-quality service
• Oversee all aspects of the wealth management process for clients
• Support the financial planning and wealth management workflow within the team
• Collaborate with cross-functional partners to improve service delivery

Key requirements

• In-depth knowledge of financial planning and wealth management, ideally within an IFA practice
• Ability to manage multiple tasks with attention to detail
• Strong IT literacy and experience with financial services systems and platforms
• Excellent written and verbal communication skills
• Ability to work on own initiative
• Progression with professional qualifications preferred

• Excellent communication
• Proactive, self-motivated
• Ability to manage multiple tasks
• Client-centric mindset
• IT literacy with financial services platforms
• Experience with financial services systems

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