Hiring Now: Wealth Management Administrator Near You – Apply Today!
Your Next Wealth Management Administrator Job Starts Here – Apply Now!
Wealth Management Administrator
Job Posted: 2 days ago
Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Knutsford, Cheshire East
Expire in: a month
Job Description
Are you an experienced Wealth Management Administrator looking for your next opportunity in a supportive and professional environment? Our client, a highly reputable and well-established Wealth Management firm based in Knutsford, is seeking a proactive and detail-oriented administrator to join their close-knit team.
This is a fantastic opportunity to join a dynamic financial services practice, working alongside two successful and experienced Financial Planners. If you’re coming from an IFA (Independent Financial Adviser) firm or similar wealth management practice, this role could be the perfect next step in your career.
Key Responsibilities:
*
Provide full administrative support to two Financial Planners.
*
Manage client documentation, onboarding, and compliance tasks.
*
Liaise with product providers and maintain accurate client records.
*
Prepare client review packs and assist with reporting and valuations.
*
Ensure the smooth running of day-to-day operations within the practice.
Requirements:
*
Previous experience within a Wealth Management or IFA firm is essential.
*
Strong administrative skills and excellent attention to detail.
*
Confident communicator with the ability to liaise professionally with clients.
*
Proficient in using financial services platforms and CRM systems.
What’s on Offer:
*
Competitive salary between £30,000 and £35,000 per annum, depending on experience.
*
Discretionary annual bonus.
*
Supportive, friendly working environment with career development potential.
*
Opportunity to work closely with experienced financial planners and gain valuable exposure in a growing firm.
Location:
Based in Knutsford, Cheshire, this role is ideal for candidates located in Cheshire, South Manchester, or surrounding areas. Due to the nature of the role, this is an office-based positionBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Wealth Management Administrator job near me in Knutsford, Cheshire East! 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!
© Vita CV: Registered in England and Wales (16187919).