Wealth Management Administrator

Wealth Management Administrator

Location: Alderley Edge, Cheshire

Salary: Up to £35,000 per annum

Job Type: Full-Time, Permanent

About the Opportunity

Our client, a highly regarded and growing wealth management firm based in Alderley Edge, is seeking an experienced Wealth Management Administrator to join their professional and client-focused team.

This is an excellent opportunity for an organised and detail-oriented individual looking to develop their career within financial services, supporting advisers and paraplanners in delivering exceptional client outcomes.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Process new business applications across pensions, investments, protection, and savings products.
• Prepare client documentation, reports, illustrations, and meeting packs.
• Liaise with product providers, platforms, and third parties to obtain information and progress cases.
• Maintain accurate client records and ensure all information is up to date and compliant.
• Manage client enquiries professionally and efficiently.
• Monitor business pipelines and proactively follow up on outstanding actions.
• Assist with annual reviews, valuations, and client servicing requirements.
• Ensure all activities are conducted in line with FCA regulations and internal compliance procedures.

Skills & Experience

• Previous experience within a Wealth Management, Financial Planning, IFA, or Financial Services administration role.
• Strong understanding of pensions, investments, and financial planning processes.
• Excellent organisational skills with a high level of attention to detail.
• Strong communication skills and a professional telephone manner.
• Ability to manage multiple tasks and prioritise effectively.
• Experience using industry systems and provider platforms is advantageous.
• Proficiency in Microsoft Office, including Word, Outlook, and Excel.

Personal Attributes

• Professional and client-focused approach.
• Strong work ethic and willingness to learn.
• Ability to work independently and as part of a team.
• Positive attitude with excellent problem-solving skills.
• Committed to delivering exceptional service standards.

What’s on Offer

• Salary up to £35,000 per annum.
• Supportive and collaborative working environment.
• Opportunity to develop within a respected wealth management business.
• Exposure to high-quality financial planning and client servicing processes.
• Long-term career progression opportunities within financial services.

For a confidential discussion and further information, please apply with your CV.

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