Wealth Management Administrator
Bristol | Financial Services | Full or Part Time
Burgh Recruitment is supporting a respected wealth management firm based in Bristol in their search for an experienced Wealth Management Administrator
This role is ideal for someone with financial services admin experience 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 or IFA administration
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
(c)£35,000 depending on experience
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