Practice Administrator (Wealth Management)

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Practice Administrator Role - Wealth Management (On-Site)

A well‑established financial planning practice is seeking a Practice Administrator to support a team of advisers and contribute to the smooth running of day‑to‑day operations. The firm provides personalised financial advice and long‑term client support, and the role sits within a collaborative, professional environment.



The Role

You will join a fast‑paced administrative team responsible for managing adviser workflow, preparing documentation, maintaining client records, and ensuring operational accuracy. The position suits someone confident, numerate, and proactive, with a strong eye for detail and a "can‑do" approach.



Development & Progression

The firm offers structured development, including personalised progression plans and support toward recognised industry qualifications. This role is ideal for someone looking to build a long‑term career within financial services.



What You'll Need

  • Strong IT capability

  • Excellent organisation and time‑management

  • Clear, professional communication skills

  • Ability to use initiative and work independently

  • Relative experience to the Wealth Management industry


Salary

From £26,000 per year



Benefits

A competitive benefits package is provided, including pension contributions, insurance options, and additional employee perks.





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