• Financial Services Experience
• Career Progression
• Wealth Management

Are you an experienced administrator with a passion for delivering outstanding client support in financial services? Join a forward-thinking, independent firm that values integrity, excellence, and individuality.

My clientwell-established and respected wealth management firm that takes a client-first approach to truly independent financial planning. 

The Role:

You need to be detail-oriented and proactive administrator to their growing client support team. This role will play a key part in ensuring seamless operations and exceptional service to both clients and financial planners.

Key Responsibilities:
?? Preparing client reports and annual review packs
?? Processing new business applications
?? Handling client and adviser queries efficiently
?? Managing phone calls and administrative support tasks

To qualify you need to have :
Experience in financial services within an administrative role is essential 
 Excellent organisational and time management skills – ability to juggle multiple tasks
 Strong communication skills – both written and verbal
Knowledge of Intelligent Office (advantageous but not essential)
Familiarity with Abrdn/Standard Life Wrap (training provided)

What’s in it for you?
 Competitive salary based on experience
 Company pension scheme
 25 days holiday + bank holidays
 Support for professional exams and career development opportunities
 A supportive and dynamic team environment

?? Interested? Apply now to take the next step in your career with a firm that values your growth and individuality.