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Office Administrator/ Coordinator

Wealth Administrator - High-Net-Worth Client Support

Job in Coventry, West Midlands, CV1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A respected financial planning firm in Coventry is seeking an experienced Wealth Administrator to join their team. You will provide administrative support to a Senior Financial Adviser, managing client onboarding and maintaining accurate records. Responsibilities include processing new business for pensions, investments, and protection, while liaising with clients and providers to enhance the client experience. The firm values internal progression, making it an excellent opportunity for career growth.
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