Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Wealth administrator

Berwick
Permanent
Adaptive Careers
Posted: 13 August
Offer description

Job Title: Wealth Administrator Location: Berwick-upon-Tweed Job Type: Full-time (37 hours per week), Permanent – Part-time could also be considered We are looking to recruit an experienced Wealth Administrator to join our clients professional team based in Berwick-upon-Tweed. This is a great opportunity to play a key role in delivering high-quality support to advisers, paraplanners and clients within a respected and growing financial services firm. If you have significant experience in financial services administration, a proactive approach and a strong eye for detail, this could be the very role for you! Key Responsibilities * Provide accurate and timely administrative support to advisers and paraplanners, ensuring work meets internal and regulatory standards. * Manage your own workload while supporting the wider team to meet deadlines and service expectations. * Act as a point of contact for process and system queries, promoting best practice and consistency. * Assist with quality control checks and maintain high standards across documentation and communications. * Support onboarding and informal training of new team members. * Liaise with colleagues across paraplanning, compliance, and product providers to resolve issues and progress cases efficiently. * Identify and escalate risks, process gaps, or client concerns. * Contribute to improvement initiatives and projects to enhance client ser...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
jobs Berwick
jobs East Sussex
jobs England
Home > Jobs > Wealth Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save