Job Description
Job Title: Wealth Administrator Location: Stockport Salary: [£26,000]
Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.
The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.
You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.
Key Responsibilities:
* Supporting advisers with client administration and advice implementation
* Preparing client documentation and annual review packs
* Managing and maintaining accurate client records
* Liaising with providers to ob...
Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.
The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.
You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.
Key Responsibilities:
* Supporting advisers with client administration and advice implementation
* Preparing client documentation and annual review packs
* Managing and maintaining accurate client records
* Liaising with providers to ob...
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