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Wealth Planning Admin & Client Services Specialist

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: JJ SEARCH LIMITED
Full Time position
Listed on 2026-03-07
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading Wealth Management firm in the UK is seeking a Financial Services Administrator to provide exceptional administrative support. Ideal candidates will have a minimum of 1-2 years experience in Financial Services Administration or be recent graduates with a keen interest in Wealth Management. Responsibilities include managing client documentation, team diaries, and client queries. This role is perfect for detail-oriented individuals with strong interpersonal skills and proficiency in IT, particularly MS Office.
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