Job Openings Administrator (Wealth Management)

About the job Administrator (Wealth Management)

My client is a boutique wealth management practice offering innovative financial solutions to wealthy clients, primarily families and business owners.

As a result of sustained growth, they need an experienced administrator to assist in offering their clients a first-rate service. In return, they can offer a rewarding, long-term and meaningful career.

There will be the opportunity to work on all aspects of financial planning administration and be part of a close-knit team supporting a team of three working with an experienced financial planner and paraplanner.

The ideal candidate will have 5 years of administration and client service experience and experience working within financial planning/wealth management. Experience in industry software and systems would be advantageous.

They offer a highly competitive salary, generous discretionary bonus, holiday entitlement, and support for professional exams and training.

The role is intrinsically office-based, although there is some flexibility once established and flexibility around core hours.

Package Details

  • Pension scheme – employer 5% / employee 3% with employer contribution rising to max 10% by 1% per annum.
  • Group life assurance.
  • Income protection.
  • Vitality Health private medical insurance offering access to well-being benefits.
  • Discretionary bonus scheme
  • 25 days holiday plus bank holidays increasing with service by one day per annum to a maximum of 30 days plus bank holidays.
  • Additional birthday and Christmas shopping days.