Full job descriptionWealth Administrator
Salary: Up to £40,000 per annum, depending on experience
Location: Aldershot
Hours: Full-time
Job Type: Permanent


The Role
The Wealth Administrator role will include the following responsibilities:
*Providing comprehensive administrative support to financial advisers and wealth managers.
*Preparing, processing and maintaining client documentation, including applications, transfers and investment paperwork.
*Supporting the administration of pensions, ISAs, investments and other wealth management products.
*Liaising with clients, providers, investment platforms and third-party organisations to obtain information and resolve queries.
*Monitoring the progress of new business, pension transfers, withdrawals and other client transactions.
*Maintaining accurate client records and ensuring all information is kept up to date on internal systems.
*Assisting with the preparation of client review packs, valuations and financial reports.
*Ensuring all administrative activities comply with relevant regulatory requirements and internal procedures.
*Managing incoming correspondence, emails and telephone enquiries professionally and efficiently.
*Working collaboratively with advisers and colleagues to ensure deadlines are met and clients receive an excellent standard of service.
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The Candidate
To be considered for this Wealth Administrator opportunity, our ideal candidate will have:
*Previous experience within financial services administration, ideally in wealth management, financial planning or investment management.
*A good understanding of pensions, ISAs, investments and financial products.
*Strong organisational skills and excellent attention to detail.
*The ability to manage multiple tasks and prioritise workloads effectively.
*Excellent written and verbal communication skills.
*A professional, proactive and client-focused approach.
*Good IT skills, including Microsoft Office and experience using client management systems.
*The ability to work independently whilst contributing positively to a wider team.
*A strong commitment to maintaining accurate records and delivering high-quality administrative support.
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You will also possess the following skills and attributes:
*Excellent interpersonal and communication skills.
*Strong administration and organisational ability.
*A methodical approach to work, with a high level of accuracy.
*The ability to manage competing priorities and meet deadlines.
*A proactive approach to problem-solving and resolving client queries.
*A professional and discreet approach when handling confidential client information.
*Strong attention to detail and a commitment to maintaining high standards.
*A positive attitude, strong work ethic and willingness to learn.
*The ability to build effective working relationships with colleagues, clients and external providers.


Desirable Qualifications
*Experience using financial planning software or investment platforms.
*Knowledge of FCA regulatory requirements and financial services processes.
*Progress towards, or a willingness to work towards, a relevant industry qualification, such as a CII qualification in financial services or financial planning.
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Benefits
The successful Wealth Administrator will be provided with:
*Competitive salary of up to £40,000, depending on experience.
*Opportunities for career progression within wealth management and financial planning.
*Support for relevant professional qualifications and ongoing training.
*A supportive and collaborative working environment.
*The opportunity to develop specialist knowledge of pensions, investments and wealth management.
*The opportunity to work closely with experienced financial advisers and wealth management professionals.


If you’re an organised and detail-oriented financial services professional looking for your next opportunity, with a salary of up to £40,000 and the chance to develop your career within wealth management, we’d love to hear from you.