wealth management administrator

Independent Resourcing Consultancy Ltd

A prestigious wealth management firm in Dubai is looking for a Wealth Management Administrator to provide administrative support for exceptional client service. The role involves managing client onboarding, maintaining records, and ensuring compliance with regulations. Candidates should have a degree in Finance or Business Administration and administrative experience in a financial services environment. This opportunity offers a dynamic work atmosphere and prospects for professional growth.

Wealth Management Administrator Dubai & Client Services

Cranleigh Personnel

Wealth Planning AdministratorBased ShaftesburyHours 9am-5pmSalary up to £30000Are you a Wealth Planning Administrator Looking for your next challenge?Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?Or are you feeling like your career isn't developing enough?If so, we have the opportunity for you .The company:Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department teamThey are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.Although growing, they have been very conscious to keep the 'family feel' of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.The role:This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner. They offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.Please note due to the rural location you will need to be a driver.They operate 5 days in the office working week.So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.

Wealth Planning Administrator

Recruit UK

Job Title: IFA AdministratorIndustry: Financial PlanningLocation: BirminghamSalary: Up to £30,000Job Reference: 9926Job Description:Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm.This role as an IFA Administrator will involve preparing LOA's, client correspondence, meeting and greeting clients, preparing client application forms, arranging valuations and client meetings, valuations and more.This is a fantastic opportunity for you to join a national, growing and successful wealth management company. That are invested in their staff and have a brilliant culture. What's in it for you:<ul><li>Salaries up to £30,000 (salary negotiable dependent on skill set and experience)</li><li>Flexible working (post probation)</li><li>25 days holiday plus bank holidays </li><li>Generous pension contribution</li><li>Enhanced additional benefits </li><li>Fantastic work culture </li><li>Career professional development</li></ul>Skills and experience required:<ul><li>1+ years' experience as an IFA Administrator in a Wealth Management company</li><li>Excellent attention to detail</li><li>Highly organised and capable of working independently and within a team</li><li>Strong literacy and numeracy skills</li></ul>About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on an IFA Administrator role.Our commitment to you:<ul><li>Start every journey with a conversation to find out about you in-depth.</li><li>Provide honest feedback on where you fit in the job market.</li><li>Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.</li><li>Take a holistic mindfulness approach - career happiness is rarely just about the money.</li><li>Cover the whole of the UK with a local touch through our regional teams.</li><li>Never pester you.</li></ul>

IFA Administrator

Ortus PSR

IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities <ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul>Requirements <ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services Administrator

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10000 wealth management administrator jobs NEAR_ME

Wealth Management Administrator Dubai & Client Services

Wealth Planning Administrator

Wealth Planning Administrator

Wealth Planning Administrator

Wealth Planning Administrator

IFA Administrator

Client Services Administrator