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Wealth Admin Specialist — Client & Compliance; Office-Based

Job in Leicester, Leicestershire, LE1, England, UK
Listing for: Ortus PSR Ltd.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Accounting & Finance
  • Administrative/Clerical
Job Description & How to Apply Below
Position: Wealth Admin Specialist — Client & Compliance (Office-Based)

A reputable Independent Financial Advisory firm in Leicester is seeking a Technical Administrator to support experienced Advisers. This office-based position requires at least 5 years in administration, with a strong focus on financial services. The firm offers professional development opportunities within a supportive team environment.

Responsibilities
  • Managing client communications
  • Investment valuations
  • Compliance-related paperwork

The role is strictly Monday to Friday with no remote work options.

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