Wealth Management Administrator

Wealth Management Administrator

Belfast | Hybrid Working | £28,000 – £32,000

Artemis Human Capital is currently working with a well-established and growing wealth management firm in East Belfast who are keen to appoint a Wealth Management Administrator to join their expanding team.

This is an excellent opportunity for someone with experience within a financial planning or IFA environment who is looking to further develop their career in wealth management. The successful candidate will join a highly supportive team and will play an important role in ensuring the smooth running of the firm’s client administration processes.

The role has been created as part of the firm’s continued growth and will also involve supporting the team as they introduce a newly developed internal platform across the business.

As a Wealth Management Administrator, you will support the Financial Planners and Paraplanners by providing high-quality administrative support across the full client life cycle. Your duties will include:

• Processing new business applications and ensuring cases are submitted and progressed efficiently
• Liaising with product providers and investment platforms to obtain policy information and updates
• Supporting the on-boarding of new clients and ensuring all documentation is completed accurately
• Assisting with the transfer and consolidation of client assets onto the firm’s new internal platform
• Maintaining and updating client records across internal systems
• Providing day-to-day administrative support to the wider financial planning team

To be considered for this opportunity, you should have previous experience working in an IFA or financial services environment and be comfortable working in a fast-paced administrative role.

The ideal candidate will have:

• 1–2 years’ experience within an IFA, wealth management firm, or similar financial services environment
• Excellent organisational skills with strong attention to detail
• Strong written and verbal communication skills
• Confidence when dealing with clients and external providers
• An interest in developing a long-term career within financial planning
• A willingness to study towards the Level 4 Diploma in Financial Planning (study support available)

Our client offers a highly competitive package and a positive working environment where employees are encouraged to grow and progress their careers.

Benefits include:

• Salary of £28,000 – £32,000
• Hybrid working (2 days working from home)
• Flexible start and finish times
• Study support towards professional qualifications
• Pension contribution and enhanced family leave policies
• Health cashback plan
• Clear opportunities for career progression within the business
• A supportive and collaborative team culture

To apply for this Wealth Management Administrator opportunity, please submit your CV via the link provided or contact Beth Gault at Artemis Human Capital for a confidential discussion.

Tagged as:
Financial Planning, Financial Services, Wealth Management