Wealth Management Administrator

Location: Deeside, Flintshire
Salary: £25,000 - £28,000 + Benefits

We're recruiting for a Wealth Management Administrator to join a growing financial planning firm in North Wales. This is a fantastic opportunity for an organised administrator looking to develop their career within financial services.

The Role

You'll support Financial Advisers and Paraplanners by processing new business, maintaining client records, liaising with providers, and preparing documentation for client reviews while delivering an excellent client experience.

Key Responsibilities

• Process new business applications and provider requests
• Maintain accurate client records and back-office systems
• Obtain policy information and Letters of Authority (LOAs)
• Prepare documentation for annual client reviews
• Support advisers with day-to-day administration
• Ensure all work is completed accurately and in line with compliance requirements

About You

• Previous administration experience, ideally within financial services or wealth management
• Strong organisational skills and attention to detail
• Excellent communication and customer service skills
• Confident using Microsoft Office (Intelligent Office experience is advantageous)

What's on Offer

• £25,000 - £28,000 salary
• Excellent benefits package
• Career progression and ongoing training
• Supportive and collaborative team environment

Apply today to join a respected financial planning business where your skills will be valued and your career can grow.

INDP