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Financial Services Administrator - Wealth Management

Financial Services Administrator - Wealth Management

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Posted 19 hours ago, valid for 7 days

Bournemouth, Dorset BH89BJ, England

Full Time

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Sonic Summary

The position is for a Financial Services Administrator in Wealth Management with a salary range of £22,000 to £30,000.
Candidates must have a minimum of two years' experience working within a wealth management firm.
The role requires strong organisational and administrative skills.
The administrator will be responsible for managing client queries and supporting financial planners effectively.
This opportunity is with a well-established firm that values expertise and efficiency, and it involves in-office work five days a week.

Financial Services Administrator - Wealth Management

Salary: £22,000 - £30,000

In office work (5 days a week)

A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team.

Requirements:

Minimum of two years’ experience working within a wealth management firm (essential)
Strong organisational and administrative skills
Ability to manage client queries and support financial planners effectively

This is an excellent opportunity to join a professional and highly regarded firm that values expertise and efficiency.

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