Financial Advisor Administrator

FindCore 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.

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