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Permanent

Wealth Management Administrator

Staffordshire
money-bag 27000.00-27000.00 Annual
3085439947
Posted 1 week ago

Wealth Management Administrator Location: Staffordshire (Office-based) Salary: Up to £28,000 (DOE) Hours: Full-Time Monday to Friday, 9:15am - 5:15pmNJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team.What''s on Offer:Structured training and development supportOpportunity to progress within a respected wealth management firmSupportive team culture and modern office environmentEnhanced DBS check required for this roleKey Responsibilities:Provide administrative support across the full advice process from client onboarding to ongoing servicingLiaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs)Submit new business applications accurately and in a timely mannerGenerate quotes and illustrations using provider portals and back-office systemsAssist with investment rebalancing, drawdown cases, and review pack preparationMaintain client records and ensure compliance standards are metProduce and update management reports using ExcelWork closely with Financial Advisers and Paraplanners to ensure smooth service deliveryDeliver a consistently high level of client service via phone, email, and in personWhat We''re Looking For:Previous ex

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