Cirencester | Financial Services | Wealth Management
Burgh Recruitment is working with a respected wealth management firm in Cirencester that is looking to hire an experienced Wealth Management Administrator.
This role is ideal for someone with financial services admin experience ( ideally for a St. James's Place Partner Practice) who enjoys supporting advisers and delivering excellent client service.
Key responsibilities:
Providing administrative support to Financial Planners
Processing new business, valuations, illustrations and policy changes
Liaising with providers and platforms
Preparing client review packs and documentation
Maintaining accurate client and compliance records
Requirements:
Previous experience in wealth management ( ideally for a St. James's Place Partner Practice)
Strong organisational skills and attention to detail
Confident communication skills
Experience with back-office systems and platforms (desirable)
Whats on offer:
Stable, well-established firm
Supportive team environment
Competitive salary depending on experience
Hybrid working pattern available
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