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Are you looking to join a prestigious Wealth Management firm where your career development genuinely matters?
We're partnering with a leading Wealth Management company in Leamington Spa who are looking for an experienced Administrator to join their dynamic team. As part of a larger financial group, they offer an attractive profit share scheme and a culture that truly values work-life balance.
What's in it for you? ? Competitive salary (negotiable based on experience) ? Profit share scheme ? Supportive office environment ? Professional development opportunities ? Part of an established financial group ? Excellent work-life balance initiatives
Your Role: As a Senior Administrator, you'll be integral to the smooth running of the wealth management team, working closely with consultants to deliver exceptional client service.
Key Responsibilities: • Preparing comprehensive client meeting packs and action schedules • Processing new business applications and maintaining client records • Producing client valuations and supporting the Paraplanning team • Managing client relationships and handling queries professionally • Processing fund switches and maintaining accurate records • Coordinating client reviews and consultant diary management • Database management and maintaining data accuracy
The Ideal Candidate: • Previous Financial Services experience (essential) • Wealth Management or IFA background (preferred) • Strong communication and organizational skills • Proactive approach to work • Desire to pursue professional qualifications • Client-focused mindset
Location: Leamington Spa Job Type: Full-time Contract Type: Permanent Sector: Financial Services
