Wealth Management Administrative Specialist

Perspective Financial Group Ltd; Warrington; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services firm in Warrington is seeking a Financial Administrator to provide high-quality administrative support. Responsibilities include client correspondence, managing the Adviser's diary, and ensuring compliant processes in Wealth Management. Ideal candidates will have experience in a Financial Planning firm, excellent IT skills, and strong communication abilities. Employee benefits include 25 days holiday, life assurance, and an electric car scheme.

Benefits

25 days holiday

Birthday Leave

Life Assurance

Pension

Corporate Eyecare

Discount shopping

Electric Car Scheme

Qualifications

• Experience in a Financial Planning firm is required.
• Motivated, friendly, and professional demeanor.
• Ability to hold conversations with third parties.

Responsibilities

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Ensure all financial planning client administration is compliant.

Skills

Good working knowledge of IO and Platform

Production of concise business correspondence

Confidence with IT and office software

Management and prioritising workloads

Excellent planning and organisational abilities

Analytical and problem-solving skills

Excellent communication skills

Team player with a positive attitude

Tools

Teams

Outlook

Word

Excel

Job description

A leading financial services firm in Warrington is seeking a Financial Administrator to provide high-quality administrative support. Responsibilities include client correspondence, managing the Adviser's diary, and ensuring compliant processes in Wealth Management. Ideal candidates will have experience in a Financial Planning firm, excellent IT skills, and strong communication abilities. Employee benefits include 25 days holiday, life assurance, and an electric car scheme.