Wealth Administrator job near Coventry - values based financial planning firm

The Specialists in Financial Services Recruitment

Job Details

Wealth Administrator Administrator
Reference ID: 1491
  • Salary/OTESalary of £25,000 - £30,000
  • Vacancy LocationNear Coventry
  • RemunerationEmployed
  • RegionMidlands
Job description

This Wealth Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms.

Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales.

You will be providing full administrative support to Financial Advisors, including:

  • Acting a main liaison between the Paraplanners and Financial Advisors
  • Updating and managing the diary system for a busy Financial Advisor
  • Liaising with clients
  • Preparing client review packs and documentation
  • Acting on post-meeting tasks
  • Dealing with letters of authority and liaising with providers to ensure new business is processed
  • Writing suitability letters
  • Processing new business on different platforms, including their own in-house DFM

If you would like to undertake study towards professional qualifications, our client would happily support this.

Wealth Administrator Requirements

  • You must have experience within financial planning (ideally, 5+ years’)
  • You must have good knowledge of investments, pensions and protection products

The Company

This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community.

Wealth Administrator Benefits

  • Salary of £25,000 - £30,000 depending on experience
  • Pension contribution of 8%, plus BUPA private healthcare
  • Full-time or part-time roles available
  • Office based role initially, with some flexible working thereafter
  • Free car parking


This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas.


Near Coventry

Call us now on 0208 0044 154 or click Apply

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