Administrator Support – Finance & Wealth Management
Location: Leicester – fully office based role, Monday to Friday 8am to 4pm
Salary: £26,000 + benefits (our ref AL1416)
My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office.
This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector.
You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience.
Key Responsibilities:
- Answering incoming phone calls and acting as the first point of contact for clients
- Welcoming clients into the office and preparing meeting rooms and refreshments
- Managing incoming and outgoing post, including trips to the post office
- Scanning, organising, and uploading documents to internal CRM systems
- Monitoring shared inboxes and responding or redirecting queries as required
- Liaising with providers to chase outstanding information
- Processing letters of authority and organising policy documentation
- Supporting advisers with post-meeting administration and client file management
- Preparing annual review documentation, including:
- Portfolio valuations
- Fund performance and information
- Cashflow reports (where required)
- Assisting with submissions through internal systems and simple online processes
About You – The ideal candidate will:
- Have excellent organisational skills and strong attention to detail
- Be confident communicating via phone, email, and in person
- Be professional, personable, and client-focused
- Have the ability to prioritise and manage multiple tasks efficiently
- Be comfortable using systems and handling sensitive information securely
- Have good working knowledge of Microsoft Office
- Previous experience or knowledge of financial services is beneficial but not essential.
What’s on offer:
- 28 days holiday (including bank holidays)
- Additional holiday per year of service (capped at 5 days)
- Option to carry over up to 3 unused holiday days
- Workplace pension (5% employee / 3% employer via True Potential)
- Free gym membership
- Discretionary quarterly team bonus awards
- Employee and client referral scheme
- Supportive team environment within a growing business
- Parking assistance
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