Wealth Management Administrator

Liverpool, Merseyside | £25,000 – £30,000

An established Financial Planning firm on the outskirts of Liverpool is looking to recruit an experienced Wealth Management Administrator to support its Financial Advisers and deliver a high standard of service to clients.

This is an excellent opportunity for someone with a background in IFA, wealth management or financial planning administration who wants to build on their experience within a professional, established team. The office is conveniently located near a train station.

The Role

Working closely with Financial Advisers, your responsibilities will include:

• Providing administrative and compliance support throughout the client journey.
• Liaising with pension and investment providers to progress client business.
• Preparing client fact-finds and maintaining accurate client records.
• Producing client reports and supporting the preparation of client review meetings.
• Updating client information and ensuring documentation meets compliance requirements.

About You

• Previous Financial Services administration experience is essential.
• Experience within an IFA practice or wealth management environment is highly desirable.
• Knowledge of pensions, investments and related products would be beneficial.
• Strong organisational skills and attention to detail.
• Working towards the Diploma in Financial Planning, or keen to develop your professional qualifications, would be an advantage.

If you have experience supporting Financial Advisers and are looking for your next opportunity within wealth management, we would be keen to hear from you.

Apply today to find out more.

INDP