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Are you an experienced administrator with a passion for delivering outstanding client support in financial services? Join a forward-thinking, independent firm that values integrity, excellence, and individuality.

My client well-established and respected wealth management firm that takes a client-first approach to truly independent financial planning. 

The Role:

You need to be detail-oriented and proactive administrator to their growing client support team. This role will play a key part in ensuring seamless operations and exceptional service to both clients and financial planners.

Key Responsibilities:
? Preparing client reports and annual review packs
? Processing new business applications
? Handling client and adviser queries efficiently
? Managing phone calls and administrative support tasks

To qualify you need to have :
✔ Experience in financial services within an administrative role is essential 
✔ Excellent organisational and time management skills – ability to juggle multiple tasks
✔ Strong communication skills – both written and verbal
✔ Knowledge of Intelligent Office (advantageous but not essential)
✔ Familiarity with Abrdn/Standard Life Wrap (training provided)

What’s in it for you?
✨ Competitive salary based on experience
✨ Company pension scheme
✨ 25 days holiday + bank holidays
✨ Support for professional exams and career development opportunities
✨ A supportive and dynamic team environment

? Interested? Apply now to take the next step in your career with a firm that values your growth and individuality