Administrator

Administrator
Wrexham
£24,000-£25,000   

Are you looking to build a career in Wealth Management?

A rare opportunity has arisen for a confident and adaptable Administrator to join a small, vibrant team in Wrexham, working as part of a nationwide network under a leading FTSE 100 Wealth Management company.

As an expanding financial practice, we''re looking for someone who enjoys interacting with others, thrives on being highly organised, and can manage multiple tasks and stakeholders in a dynamic environment.

This is an ideal position for anyone at entry level or experienced seeking to grow within the Wealth Management industry   

What''s on Offer?

• Full support with relevant qualifications
• Health care and corporate gym benefits
• 22 days holiday, increasing with length of service
• Christmas to New Year closure (no need to save holiday)
• Hybrid work options once settled
• Friendly, supportive team environment
• Opportunities for personal and professional development

Key Responsibilities:

• Act as the first point of contact for clients
• Supporting various functions within the practice to ensure smooth operations
• Managing expectations and delivering high-quality client service
• Handling multiple tasks efficiently while maintaining attention to detail
• Assisting the Client Services Manager with ad-hoc tasks and shifting priorities

What We''re Looking For:

• A warm, professional phone manner and excellent communication skills
• Strong organisational skills with the ability to multi-task and meet deadlines
• Confidence in using Microsoft Office (Excel, Outlook, Word)
• A desire to build a career in Financial Services Wealth Management
• A problem-solving mindset and a proactive, can-do attitude

Desirable but not essential: Knowledge of pensions, investments, estate planning, or life assurance, as well as experience using Salesforce.

This is a great opportunity to join a well-established wealth management practice during a key period of growth!

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