Wealth Management Administrator

Wealth Management Administrator

Location: Torfaen, South Wales

Salary: £29,000 per annum

Hours: Monday to Friday, 9:00am – 5:00pm

Job Type: Full-time, Permanent

Our client

Our client is an established independent financial firm based in South Wales. They are seeking an organised and professional Wealth Management Administrator to join their Torfaen team.

Working closely with Financial Advisers, you will support the full client journey from initial contact through to completion, ensuring cases are progressed efficiently and in line with company and regulatory requirements.

Key Responsibilities

• Support Financial Advisers with client recommendations and suitability reports.
• Research products and providers and prepare quotes, comparisons and documentation.
• Prepare and submit applications for investments, pensions and protection products.
• Track cases through to completion and liaise with clients, providers and third parties.
• Act as a key point of contact for clients, handling queries professionally.
• Prepare client information and meeting packs.
• Manage adviser diaries and book client reviews.
• Maintain accurate client records and ensure compliance documentation is complete.
• Use Intelliflo (Intelligent Office) and Microsoft Office systems.
• Support colleagues and contribute to the wider team.

Requirements

You will ideally have experience in financial planning, IFA support or financial services administration, although candidates from a highly organised customer-facing background will also be considered.

The right candidate will have:

• Excellent organisation and attention to detail.
• Strong written and verbal communication skills.
• The ability to manage and prioritise your own workload.
• A professional and proactive approach.
• Good Microsoft Word, Excel and Outlook skills.
• The ability to learn new systems and technical knowledge quickly.
• Knowledge of pensions, investments, protection or cashflow modelling is desirable, but full training will be provided.

Desirable

• Financial services qualifications such as the CII Diploma in Regulated Financial Planning are desirable but not essential.

Our client offers full training, study support and exam funding, providing an excellent opportunity to develop a long-term career within wealth management

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