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11/08/2025
Type of Position: Wealth Management Administrator - Hinckley
Pay: £25,000 - £30,000
Reference: #3382265
Wealth Management Administrator - Hinckley
Our client is looking for a Wealth Management Administrator to join their team in Hinckley. You will help support an IFA practice, providing first class administration.
Key Responsibilities:
* Prepare and package financial planning reports for the Financial Planners and their clients
* Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
* Liaise with product providers to obtain fees and charges on specific products
* Obtain and assist with the completion of application/instruction forms and fact finds
* Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
* Uploading plan statements and other documents to client records following agreed naming conventions
* Maintain accurate client information and record client interaction on the back office system
* Assist with the onboarding process of new clients
* Assist with the annual review process of existing clients
* Any additional ad-hoc requests and support on company projects as and when required
Candidate Specification:
* Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
* Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
* Ability to consistently deliver within service standards.
* Excellent organisational skills, flexible and proactive approach to getting the job done.
* Strong interpersonal skills, both written and verbal communication.
* Accuracy and attention to detail to balance demands of role.
* Desire to learn and build skills and ability through Personal Development Plan.
* Previous experience of working in similar role
* Previous experience of working within financial services
* Experience of working in a small to medium sized financial services environment
* Experience of working in an environment of significant change
* Knowledge of Financial Services Industry
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