Wealth Management Administrator - Recruit UK : Job Details

Wealth Management Administrator

Salary: €45k + Bonus + Benefits

Reference Code: 9505

Role Overview:

We are looking for a Wealth Management Administrator to join a dynamic team and provide vital support to Investment Managers and Independent Financial Advisers (IFAs). This is an excellent opportunity to grow your skills and progress within the wealth management industry.

Key Responsibilities:

• Assist Investment Managers and IFAs with the management of intermediary client accounts.
• Prepare and implement client documentation across all relevant parties (clients, Investment Managers, intermediaries, and third-party providers).
• Ensure the accurate entry and maintenance of data within internal systems.
• Participate in regular meetings with Investment Managers to plan and coordinate ongoing tasks.
• Contribute to business development by ensuring correct implementation of client processes and procedures.
• Collaborate with the team to support day-to-day administration.

What You’ll Need to Succeed:

• Working towards, or having attained, a QFA or equivalent qualification.
• Previous experience in an administrative role, ideally within financial services or a related industry.
• Exceptional attention to detail with a focus on accuracy.
• A strong desire to learn and develop your expertise in wealth management.

What’s on Offer:

• Hybrid working options to promote work-life balance.
• Continuous development through coaching and mentoring from senior leaders.
• A collaborative and high-performing team environment.
• Generous pension contribution.
• Private healthcare options.
• Employee bonus scheme.
• Professional development and training support.
• A culture that supports career growth and long-term success.