Are you an experienced Financial Administrator looking to join a highly regarded wealth management firm where you can genuinely feel part of the team and build a long-term career?

We are recruiting on behalf of a well-established and growing wealth management practice that has built an outstanding reputation for client service, professionalism and employee retention. With a supportive leadership team and a collaborative environment, this is an excellent opportunity for an administrator who enjoys working closely with advisers and clients while developing their knowledge and career within financial planning.

Why This Opportunity Stands Out

This firm has successfully created a culture where people enjoy coming to work. Teamwork, support and professional development are genuinely valued, and employees are given the tools and encouragement to succeed.

The business continues to grow through referrals and reputation, providing stability, a positive working environment and excellent long-term career prospects.

The Role

Working as a key member of the client support team, you will provide administrative support to Financial Advisers and help ensure the smooth delivery of financial planning services.

Responsibilities will include:

• Processing new business applications
• Preparing client review packs and documentation
• Liaising with providers and third parties
• Obtaining valuations and policy information
• Managing client servicing requests
• Maintaining accurate CRM records
• Supporting advisers with ongoing client management
• Assisting with compliance and regulatory administration
• Delivering an exceptional client experience throughout the advice process

About You

We're keen to speak with candidates who have:

Previous experience within a Financial Planning, IFA or Wealth Management environment

Good knowledge of pensions, investments, ISAs and protection products

Strong organisational and administration skills

Excellent communication and client service abilities

High levels of accuracy and attention to detail

A positive, proactive and team-focused attitude

What's On Offer?

• Competitive salary
• Hybrid working options
• Friendly and highly supportive team environment
• Ongoing training and professional development
• Long-term career progression opportunities
• Strong staff retention and positive culture
• Comprehensive benefits package
• Modern and professional working environment

The Culture

One of the biggest attractions of this opportunity is the culture. Employees are genuinely supported, ideas are encouraged, and the leadership team remains approachable and invested in everyone's success. It is a business that values collaboration over hierarchy and offers a welcoming environment where people can develop both personally and professionally.

Interested?

For a confidential discussion, please contact: Laura Warburton