https://jobs.co.uk/job/wealth-management-administrator-findcore--0ab04e95-42fb-4af0-a24f-f865aea73627 RSS feed for Wealth Management Administrator at FindCore. en-gb Sun, 13 Sep 2026 16:22:20 GMT https://jobs.co.uk/job/wealth-management-administrator-findcore--0ab04e95-42fb-4af0-a24f-f865aea73627 https://jobs.co.uk/job/wealth-management-administrator-findcore--0ab04e95-42fb-4af0-a24f-f865aea73627 Sun, 13 Sep 2026 11:51:15 GMT Location: Wetherby | Salary: 10000-500000 Annual | Type: Permanent | FindCore are thrilled to be assisting an established, award-winning financial planning business with the recruitment of a Wealth Management Administrator. Permanent, full-time position based near Wetherby, West Yorkshire. This is a fully office-based role supporting Financial Planners and their clients across a broad range of financial planning products. Salary Fully Negotiable depending on experience + discretionary bonus + excellent benefits Key Responsibilities Provide administrative support to Financial Planners across a range of financial products. Manage client records and maintain accurate documentation. Liaise directly with clients and provide regular updates. Prepare documentation ahead of client meetings. Track investments and support the implementation of financial plans. Process client administration accurately and efficiently. Maintain a high standard of client service throughout the financial planning process. Work closely with Advisers and other members of the client service team. Skills and Experience At least 2 years'' experience within wealth management or financial planning. Strong client service and communication skills. Excellent attention to detail and accu... Permanent