Wealth Administrator

Job Title: Wealth Administrator  Location: Stockport  Salary: [£26,000]

Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.

The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a Financial Adviser.

You’ll gain hands-on exposure across the full financial planning process while working closely with experienced financial advisers in a supportive and collaborative environment.

Key Responsibilities:

• Supporting advisers with client administration and advice implementation
• Preparing client documentation and annual review packs
• Managing and maintaining accurate client records
• Liaising with providers to obtain valuations and illustrations
• Handling client and provider queries via phone and email
• Processing fund switches, withdrawals, and client updates
• Supporting compliance and back-office administration
• Assisting with general office and operational duties

Requirements:

• Strong organisational skills and attention to detail
• Professional communication and relationship-building skills
• A proactive and team-oriented attitude
• Interest in investments, financial markets, or financial planning
• Desire to learn and progress within wealth management Previous financial services administration experience is beneficial but not essential.

Why Join?

• Structured long-term career progression
• Opportunity to progress into paraplanning and financial advice
• Close mentorship from experienced professionals
• Broad exposure across wealth management and financial planning
• Supportive and collaborative team culture
• Genuine opportunity to build a lasting career within the industry

Apply now for immediate consideration.