Senior Wealth Administrator

We have an exciting opportunity for a Senior Wealth Administrator to join the team in Manchester. The Wealth Admin will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

What will you do?

Communicate with Financial Advisers and clients providing support with administration duties.

Preparation and processing of all new client documentation and amendments.

Monitor transfers of assets/cash from other institutions.

Support ISA subscriptions and transfers.

Processing of payments clients.

Liaise with colleagues within Business Support regarding administration of client accounts.

Ensure client details and reviews are recorded correctly on systems.

General record keeping and electronic filing.

Adhering to Conduct Risk standards.

What do you need to succeed?

Must-have

Previous administration experience is essential – additional training will be provided.

Intermediate knowledge of Microsoft packages.

Good attention to detail and double-checks the accuracy of information and work provided.

The ability to meet deadlines and work within restricted timescales.

Nice-to-have

Previous administration experience within financial services.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Leaders who support your development through coaching and managing opportunities.

Opportunities to work with the best in the field.

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive, and high-performing team.