Overview
Location: Market Harborough & Oakham (location split between our Market Harborough and Oakham offices). The candidate must be able to work at both locations.
Working Pattern: Monday to Friday; 8:30am – 5pm
We are looking for a proactive and highly organised administrator to join our friendly and professional team, supporting our Wealth Managers and clients across our Market Harborough and Oakham offices.
This is a varied, client-facing role that would suit someone who enjoys working in a fast-paced environment, takes pride in delivering outstanding service, and is happy to adapt to changing priorities.
The Role
As a Wealth Planning Administrator, you will play a key role in the day-to-day running of the business, acting as a central point of contact for clients and providing essential administrative support to our Wealth Managers and Management.
* Providing administrative support to Wealth Managers, including updating the CRM system and writing letters
* Interacting with clients on a daily basis, both by phone and in person
* Answering incoming calls and making outbound calls to clients
* Reception and general front-of-house duties
* Ensuring client records are accurate, compliant, and kept up to date
* Supporting prospecting activities and client events on occasional evenings and weekends
* General office administration and ad hoc duties as required
* A strong team player with a flexible and proactive approach
* High levels of integrity and professionalism
* Excellent attention to detail and accuracy
* Ability to work to deadlines and manage changing priorities
* Proficiency in Microsoft Office (Word, Excel, Outlook)
* Professional, discreet, and confident when dealing with sensitive information
* Experience working in a fast-paced environment
* Previous experience in an administrative role
* Previous experience within financial services (although not essential)
Additional Requirements
* Must be eligible to work in the UK
* Willingness to travel to events
* Flexibility to work occasional weekends and evenings when required
* Driving license and reliable car
This is an excellent opportunity to join a supportive team within a professional wealth planning environment, offering variety, responsibility, and the chance to build a long-term career.
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