Administrative Support Opportunity – Wealth Management Firm
Are you an experienced Administrator or Senior PA with a background in financial services? This is an exciting opportunity to join a boutique wealth management firm that values strong client relationships and exceptional service.
What’s on offer:
* Competitive salary: £30,000 – £42,000 (depending on experience)
* Discretionary annual bonus
* Workplace pension
* 25 days holiday plus bank holidays
* Career progression and study support
* Potential for flexible working arrangements after probation
About the role: You’ll play a key part in supporting advisers and paraplanners, ensuring smooth operations across the business. Responsibilities include:
* Managing confidential files and maintaining an organised office environment
* Preparing client applications and packs, drafting correspondence
* Coordinating with providers, networks, and clients
* Organising meetings, events, and other activities
* Implementing administrative policies to improve efficiency
What we’re looking for:
* Strong organisational and time management skills
* Excellent written and verbal communication
* Ability to manage multiple priorities in a fast-paced environment
* A proactive, team-oriented approach with a focus on client outcomes
* Previous experience in financial services administration or similar
If you’re highly motivated, detail-oriented, and ready to take the next step in your career, we’d love to hear from you.
Apply now or reach out for a confidential conversation.