WEALTH MANAGEMENT ADMINISTRATOR - FARNHAM

We are currently recruiting for a Wealth Management Administrator to join a well-established and highly respected Financial Services Practice in Farnham.

This is a fantastic opportunity for an organised and proactive administrator looking to develop their career within Wealth Management and Financial Services.

You will become an important part of a friendly and supportive team, providing high-quality administrative support to colleagues and clients. Full training and ongoing support will be provided.

The Role

Your responsibilities will include:

• Providing day-to-day administrative support to the Practice, colleagues and clients
• Collating and maintaining information for reports and portfolio reviews
• Handling client and provider enquiries and correspondence
• Liaising with providers and following up with clients for information and documentation
• Managing new business submissions through to completion
• Maintaining accurate client records and documentation
• Supporting colleagues to ensure client requirements are dealt with efficiently
• Assisting with general Wealth Management administration

About You

We are looking for someone who is organised, reliable and takes pride in delivering excellent support. You will ideally have:

• Previous experience within Financial Services, Wealth Management or IFA administration
• Excellent customer service and communication skills
• Strong attention to detail and organisational skills
• Good time-management and planning abilities
• Good working knowledge of Microsoft Word, Excel and Microsoft Office
• Confidence communicating with clients, colleagues and third parties
• The ability to handle confidential information professionally
• A proactive, positive and professional approach
• A genuine willingness to learn and develop

What's on Offer

• Salary up to £32,000 per annum + benefits
• Lovely offices in Farnham
• Friendly and collaborative working environment
• Full training and ongoing support
• Opportunity to develop your Wealth Management knowledge
• Long-term career development opportunities
• Supportive and professional team environment

If you are an experienced Wealth Management Administrator looking for your next career opportunity, we would love to hear from you. Apply today or contact us for further information about this opportunity!