WEALTH MANAGEMENT ADMINISTRATOR - HINKLEY, LEICESTERSHIRE

We are currently recruiting for an experienced Wealth Management Administrator to join a successful and growing financial planning practice in Hinckley.

This is an excellent opportunity for an experienced Financial Services Administrator who enjoys supporting Financial Advisers, managing client administration and ensuring a high level of service is provided throughout the client journey.

The practice operates within a St. James's Place environment, making this an ideal opportunity for someone with existing SJP experience or a strong background in wealth management administration.

The Role:
You will provide administrative and client support across a range of financial planning activities, working closely with Financial Advisers, Paraplanners, clients and product providers.

Key Responsibilities:

• Provide day-to-day administrative support to Financial Advisers and the wider team.
• Process new business across investments, pensions and protection.
• Prepare client documentation, meeting packs and correspondence.
• Maintain accurate client records and CRM systems.
• Liaise with providers and third parties to obtain information and progress cases.
• Assist with client reviews and ongoing servicing requirements.
• Process applications, transfers and other financial planning documentation.
• Monitor outstanding requirements and ensure cases progress within agreed timescales.
• Handle client queries professionally and provide a high level of customer service.
• Support Advisers and Paraplanners throughout the advice process.
• Ensure all administration is completed accurately and in line with regulatory requirements.

About You:
We are looking for someone who is:

• Experienced within financial services, wealth management or financial planning administration.
• Highly organised with excellent attention to detail.
• Confident managing multiple priorities and deadlines.
• A strong communicator with a professional and friendly approach.
• Comfortable liaising with clients, Advisers and product providers.
• Proficient in Microsoft Office and financial services systems.
• Proactive, reliable and able to work effectively as part of a team.
• Previous experience within an SJP practice would be advantageous, although candidates with strong wider wealth management or financial planning administration experience will also be considered.

What's on Offer:

• £32,000 salary
• Full-time, permanent position
• Office-based role in Hinckley
• Opportunity to work within an established wealth management practice
• Supportive and professional team environment
• Ongoing training and development
• Career progression opportunities
• Varied role with exposure to a broad range of financial planning administration

If you are an experienced Wealth Management or Financial Services Administrator looking for your next opportunity in the Hinckley area, we would be keen to hear from you.