Wealth Management Administrator

Wealth Management Administrator Salary: £32,000 Location: Hinckley, Leicestershire Job Type: Full-time, Permanent Working Pattern: Office-based We are currently recruiting for an experienced Wealth Management Administrator to join a professional and growing financial planning team in Hinckley. This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients. Key Responsibilities Provide administrative support to Financial Advisers and the wider team. Process new business across investments, pensions and protection. Prepare client documentation, meeting packs and correspondence. Maintain accurate client records and CRM systems. Liaise with providers and third parties to progress cases. Assist with client reviews and ongoing servicing. Process applications, transfers and financial planning documentation. Monitor outstanding requirements and ensure cases progress within agreed timescales. Handle client queries professionally. Ensure all administration is completed accurately and in line with regulatory requirements. About You Previous experience within financial services, wealth management or financial planning administration. Good knowledge of investments, pensions and/or protection. Strong organisational skills and excellent attention to detail. Excellent written and verbal communication skills. Good Microsoft Office skills. Experience using CRM or ..... full job details .....