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Wealth Administrator

Job Posted: 21 days ago

Salary: £ 26,000 - 27,000 / Annum
Job Type: Permanent
Location: SK4, Heaton Moor, Borough of Stockport

Expire in: 7 days

Job Description

Job Title: Wealth Administrator Location: Stockport Salary: [£26,000]

Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.

The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.

You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.

Key Responsibilities:

  * Supporting advisers with client administration and advice implementation

  * Preparing client documentation and annual review packs

  * Managing and maintaining accurate client records

  * Liaising with providers to obtain valuations and illustrations

  * Handling client and provider queries via phone and email

  * Processing fund switches, withdrawals, and client updates

  * Supporting compliance and back-office administration

  * Assisting with general office and operational duties

Requirements:

  * Strong organisational skills and attention to detail

  * Professional communication and relationship-building skills

  * A proactive and team-oriented attitude

  * Interest in investments, financial markets, or financial planning

  * Desire to learn and progress within wealth management Previous financial services administration experience is beneficial but not essential.

Why Join?

  * Structured long-term career progression

  * Opportunity to progress into paraplanning and financial advice

  * Close mentorship from experienced professionals

  * Broad exposure across wealth management and financial planning

  * Supportive and collaborative team culture

  * Genuine opportunity to build a lasting career within the industry

Apply now for immediate consideration

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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Looking for your next career move? Join a top company hiring Wealth Administrator job near me in SK4, Heaton Moor, Borough of Stockport! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!