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Experienced Administrator
- £28k -£35k (dependent on experience)
- Company pension
- Bonus scheme
- Permanent - Full Time
Our client, a successful family-run business based near Epsom, are searching for an experienced administrator to join their boutique wealth management firm.
This is a fantastic opportunity to become part of a close-knit team that values company culture as highly as the work itself.
As a growing business, they are consistently onboarding new clients and reviewing existing ones, creating a need to expand their admin team to support this continued growth.
Responsibilities:
- Provide admin support within wealth management, assisting with case processing.
- Work with back-office systems such as X-Plan, Intelliflo, FE Analytics, and Cashcalc.
- Manage provider platforms and ensure smooth processing of investments, pensions, and portfolios.
- Support in areas like Equity Release, mortgages, IHT planning, and protection.
- Apply your knowledge of FCA rules and financial services operations.
Skills & Experience:
- Strong technical knowledge of pensions, tax-efficient investments, and portfolios.
- Proven experience in wealth management admin support.
- Excellent IT skills and the ability to work with complex systems.
- Outstanding communication skills.
Refer a friend and earn up to £500!
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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