Financial Adviser Support Admin

Job Description

Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Marlborough office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.

What’s in it for you:
Competitive Salary:

Dependent to your experience and qualifications
Office Location:

Positioned in the heart of Marlborough
Career Enhancement:

Opportunities for continuous professional development
Benefits:

25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts

Key Responsibilities:
Efficiently process new business and prepare client review packs
Manage client correspondence with high professionalism
Arrange and schedule client meetings, managing advisers’ diaries effectively
Handle illustration requests and maintain accurate client records
Provide exceptional back-office support and ensure compliance with firm procedures
Tackle varied administrative tasks as needed, contributing to the team’s success

Skills and Experience Required:
Prior experience in a Financial Planning or Wealth Management firm
Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel
Excellent communication skills, capable of maintaining professional client relationships
Detail-oriented with a knack for problem-solving and adaptability to change
Team-oriented with a positive outlook and proactive approach

Apply Now
If you are driven, detail-oriented, and ready to advance your career in Wealth Management, apply today to this team in Marlborough.

Job Title: Financial Services Administrator
Location: Marlborough
Salary: £24-28k
REF: 9050