Administrator – Wealth

Administrator – Wealth

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The Recruitment Experts

Wealth Administrator 
Location: London 
Salary: £32,000 – £42,000 per annum 
 
 
We are recruiting on behalf of a client seeking an experienced Wealth Administrator to support advisers and the wider investment team within a leading company in the financial services sector. Due to continued growth, they are expanding their London-based operations and are looking for a highly organised individual with strong administrative experience! 
 
What you’ll be doing: 

  • Processing new business and servicing existing client accounts 
  • Preparing valuations, reports, and investment documentation 
  • Supporting client onboarding processes, including KYC and AML checks 
  • Maintaining accurate client records across internal systems 
  • Liaising with providers, advisers and internal departments 
  • Managing client queries and ensuring excellent service delivery 

 
To succeed in the role you’ll be or have: 

  • Previous financial services administrative experience 
  • Strong organisational skills and attention to detail 
  • Confident communication skills, both written and verbal 
  • Proficiency in Microsoft Office and CRM systems 
  • Ability to manage multiple tasks in a fast-paced environment 

 
What’s on Offer 

  • Competitive salary between £32k and £42k 
  • Opportunity to work with a forward-thinking investment team 
  • Competitive pension & benefits package 
  • Ongoing training and career development 
  • Supportive London-based office environment 

 
How to Apply 
 
If you are an experienced Administrator looking to progress within financial services, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.

Upload your CV/resume or any other relevant file. Max. file size: 39 MB.

Job Overview
Category
Category not defined
Offered Salary
£32000 – 42000/Year
Job Location
Greater London
Job Type
Consultant