Job Role: Wealth Management Administrator

Location: Torquay, Devon

Salary: £25,000 - £30,000 (take home, 4 day working week!)

Job Reference: 10647

Recruit UK are delighted to be working with a boutique wealth management firm based in Torquay, known for delivering a highly personal and tailored service to its long-standing client base. The business is now seeking an organised and proactive Wealth Management Administrator to join their close-knit team.

This is an excellent opportunity for someone who enjoys building strong client relationships and providing high-quality administrative support within a financial planning environment. You'll be joining a friendly and supportive team where your contribution will be valued, with the added benefit of a 4-day working week, an attractive benefits package and opportunities for professional development.

Key Responsibilities:

• Act as a key point of contact for existing clients, handling enquiries via telephone and email
• Build and maintain strong relationships with clients, ensuring a consistently high standard of service
• Coordinate client review meetings, manage adviser diaries and prepare meeting documentation
• Prepare and issue client review letters and follow-up correspondence
• Process client top-ups, withdrawals and other servicing requests
• Liaise with providers and third parties to obtain information and progress outstanding business
• Maintain accurate client records and update CRM systems
• Support the onboarding of new clients, ensuring all necessary documentation is completed
• Monitor outstanding actions and ensure client requests are followed through to completion
• Provide day-to-day administrative support to financial advisers and the wider team
• Assist with the organisation of client events, seminars and corporate activities

Skills and Experience:

• Previous experience within financial services, wealth management or financial planning would be advantageous
• Strong administration and client servicing skills, with experience in a professional services environment also considered
• Excellent communication and interpersonal skills, with a confident and personable approach
• Strong organisational skills and the ability to manage multiple priorities effectively
• Excellent attention to detail and a proactive approach to managing workloads
• Confident using Microsoft Office and comfortable learning new CRM systems
• Ability to work independently while contributing positively to a close-knit team

Benefits:

• Salary between £25,000 and £30,000 depending on experience, take home pay even with 4 day working week
• Hours 8-6pm (1hr lunch)
• Holiday, Private Medical Insurance (PMI), Death in Service (DIS)
• Discretionary bonus
• Support with training and professional development
• Friendly and supportive working environment
• Opportunity to become an integral part of a growing wealth management business

This is a fantastic opportunity to join a boutique wealth management firm where client relationships are at the heart of everything they do. The position would ideally suit someone who enjoys a varied role, takes ownership of their work and wants to make a genuine difference to the client experience.

The role is ideally office-based in Torquay, although individual circumstances may be considered.

If you're a Wealth Management Administrator or Client Services professional looking for a rewarding role with a 4-day working week, reach out to hear more!