Alderley Park Recruitment's notable Wealth Management client based in Bolton is currently looking to recruit a Wealth Management Administrator. This role is permanent and is paying a salary of £27,000 per annum.
Our client is seeking a highly organised and detail-oriented Wealth Management Administrator to support their financial advisers and ensure the smooth running of their wealth management operations. This role involves client liaison, processing financial transactions, maintaining compliance standards, and contributing to the overall efficiency of the team.
Key Responsibilities
Client Support:

• Act as a professional and friendly point of contact for clients, responding to enquiries efficiently.
  
• Maintain and update client records, ensuring all information is accurate and compliant.
  
• Assist in the preparation of client documentation and correspondence before and after meetings.
  Business Processing:
  
• Process new business applications, ensuring accuracy and adherence to firm and regulatory standards.
  
• Liaise with product providers to obtain necessary information and updates.
  
• Send letters of authority and manage data collection for financial advisers.
  Administrative Support:
  
• Schedule client meetings and coordinate follow-ups with advisers.
  
• Maintain back-office systems and ensure data integrity.
  
• Handle general correspondence, incoming calls, and administrative duties as required.
  Compliance and Reporting:
  
• Ensure all client files and business processes comply with regulatory requirements.
  
• Assist in the preparation of client review documentation, supporting advisers in delivering comprehensive reviews.
  Skills & Experience Required
  Essential:
  
• Experience in a similar administrative role within financial services or wealth management.
  
• Strong knowledge of financial services products and an understanding of financial planning principles.
  
• Proficiency in Microsoft Word, Excel, and electronic diary management.
  
• Excellent organisational skills with high attention to detail.
  
• Strong verbal and written communication skills.
  
• Ability to work effectively within defined business processes and adhere to compliance regulations.
  Desirable:
  
• Experience using financial planning software.
  
• Interest in pursuing professional qualifications such as the CII Certificate in Financial Planning.
  Benefits:
  
• Competitive salary with opportunities for professional development.
  
• A supportive and collaborative working environment.
  
• Hybrid working model to promote work-life balance.
  
• Access to ongoing training and career advancement opportunities.
  This is a fantastic opportunity with a great, successful business. If you have the relevant skills and experience, please apply now in order to be considered