Financial Services Administrator – Wealth Management

Flintshire, North Wales | £25,000 - £32,000 + Benefits

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and well-established financial planning firm in North Wales.

This role would suit someone with IFA, wealth management or financial planning administration experience who is looking to join a professional team and build a long-term career within financial services.

The Role

Working closely with Financial Advisers and Paraplanners, you’ll play an important role in supporting the smooth running of the client journey, including:

• Processing new business and liaising with providers and platforms
• Maintaining accurate client records and back-office systems
• Preparing documentation for client reviews
• Providing day-to-day support to Advisers and Paraplanners
• Ensuring administration is completed accurately and in line with compliance requirements

About You

• Previous financial services administration experience
• Ideally from an IFA, wealth management or financial planning background
• Strong organisational skills and excellent attention to detail
• Professional communication and client service skills
• Motivated to develop within financial services

The Opportunity

• £25,000 - £32,000, depending on experience
• Excellent benefits
• Training and development opportunities
• Genuine long-term career progression
• Supportive and professional working environment

A great opportunity for an experienced Financial Planning Administrator to join a growing business and take the next step in their career.

INDP