Wealth Administrator

Description:

Job Title: Wealth Administrator Location: Stockport Salary: [£26,000]

Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.

The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.

You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.

Key Responsibilities:

* Supporting advisers with client administration and advice implementation

* Preparing client documentation and annual review packs

* Managing and maintaining accurate client records

* Liaising with providers to obtain valuations and illustrations

* Handling client and provider queries via phone and email

* Processing fund switches, withdrawals, and client updates

* Supporting compliance and back-office administration

* Assisting with general office and operational duties

Requirements:

* Strong organisational skills and attention to detail

* Professional communication and relationship-building skills

* A proactive and team-oriented attitude

* Interest in investments, financial markets, or financial planning

* Desire to learn and progress within wealth management Previous financial services administration experience is beneficial but not essential.

Why Join?

* Structured long-term career progression

* Opportunity to progress into paraplanning and financial advice

* Close mentorship from experienced professionals

* Broad exposure across wealth management and financial planning

* Supportive and collaborative team culture

* Genuine opportunity to build a lasting career within the industry

Apply now for immediate consideration