Wealth Management Administrator

Wealth Management Administrator - Portsmouth / Hybrid - £28k-£32k + great benefits

We’re looking for an enthusiastic and proactive Wealth Management Administrator, with impeccable administrative skills, excellent accuracy and a professional nature, to join a fabulous financial organisation in their sociable Portsmouth office.

Joining a great team, the Wealth Management Administrator will provide comprehensive, professional and high-quality administrative support to clients, financial advisors, senior management and the wider team as required.

What’s on offer?

Our client is offering a competitive salary (dependent on experience) and bonus & benefits scheme, which includes 33 days annual leave (including BH), private medical cover, private pension scheme, life assurance policy, learning and development opportunities, a flexible dress code, employee assistance programme, generous sick leave scheme, enhance parental and family leave and more!

Hybrid working is on offer.

Key responsibilities as the Wealth Management Administrator will include:

• Providing comprehensive, professional administrative support to clients, financial advisors, senior management and the wider team
• Processing new and existing business and maintaining accurate reporting
• Assisting with monthly invoicing and fee reconciliation
• Building and nurturing client relationships in order to provide personalised service delivery
• Taking ownership of reporting and adhoc projects
• Acting as the first point of contact for any enquiries
• Preparing client reports and correspondence
• Maintaining data on business systems

And more!

What we’re looking for:

• Previous experience in a finance based administration role
• Experience of Group Schemes administration is highly advantageous
• Excellent communication skills with strong interpersonal skills
• Impeccable attention to detail and accuracy
• Highly organised nature
• A professional and confidential nature
• IT literacy - solid MS Office skills and the ability to learn new technologies quickly and efficiently
• Good numeracy skills
• Proactive team player

Interested in this Wealth Management Administrator opportunity?
If you’re looking for a new role where you can utilise your experience and skills, we’d love to hear from you!
Please submit your CV ASAP, quoting ‘AE - Wealth Management Admin - Portsmouth’