Role: Wealth Management Administrator
Location: Liverpool
Salary: £30,000 - £45,000 (Higher DOE)
Reference Number: 10359
About the Role
Recruit UK is working on behalf of a respected wealth management firm to recruit an experienced Wealth Management Administrator based in Liverpool.
Reporting to the Regional Client Services Manager, this role is an integral part of the client service team, supporting Advisers in delivering exceptional client experiences and ensuring efficient management of client portfolios. You’ll collaborate closely with Advisers, Paraplanners, and Client Service Administrators to oversee all aspects of client administration and communication.
The Company
You will be joining an award-winning, large wealth management firm with offices all across the UK. They have an outstanding reputation for promoting employees individually through the business and awarding them for their efforts.
Key Responsibilities
As a Wealth Management Administrator, you will be responsible for:
Client Administration
Documentation and Reporting
Client Relationship Management
Office Administration and Compliance
Experience and Skills Required
Benefits
If you are an experienced Wealth Management Administrator seeking a new opportunity with a professional and supportive firm, Recruit UK would love to hear from you.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a UK Wealth Management Firm in Liverpool on a Wealth Management Administrator role.
Wealth Management Administrator • Liverpool, Merseyside, UK
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