Job Description
Job details
Here’s how the job details align with your profile.
Pay
£26,000 - £28,000 a year
Job type
Part-time
Full-time
Location
Liverpool
Benefits
Pulled from the full job description
Company pension
Flexible schedule
Full job description
Wealth Management Admin – Liverpool (Hybrid)
Job Type: Full-time or Part-time (min. 25 hours per week)
Salary: £26,000 – £28,000 per year
Location: Liverpool (Hybrid working available)
A well‑established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced administrator to develop their career within a fast‑paced, client‑focused financial services environment.
The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing high‑quality financial planning services to high‑net‑worth individuals and successful business owners.
The Role
As a Wealth Management Assistant, you will provide essential support to advisers and clients, covering a wide range of administrative and operational duties, including:
Delivering comprehensive administrative support to advisers and wider colleagues
Managing and preparing key data for client reports and portfolio reviews
Producing meeting packs and writing follow‑up client meeting notes
Handling client and provider enquiries via phone, email, and letter
Managing and updating the Practices CRM system
Diary management for senior team members
Processing new business and liaising with relevant external administration teams
Ensuring the smooth day‑to‑day running of the practice through proactive organisation and attention to detail
Full training is provided, with clear opportunities for progression and professional development.
The Person
The ideal candidate will have:
Previous experience within an administrative or office support role
Financial services experience (Wealth Management, IFA, etc.) – desirable but not essential
Excellent customer service skills and the confidence to build strong client relationships
Strong IT skills, including Microsoft 365 and the ability to learn new systems quickly
High attention to detail and strong problem‑solving abilities
Excellent written and verbal communication skills
Strong organisational and time‑management capabilities
A professional, discreet, and proactive approach
Benefits
Competitive salary: £26,000–£28,000
Flexible working hours (25–35 hours per week)
Hybrid working
Company pension
Long‑term career development within a respected wealth management environment
If you are an organised, proactive administrator looking to grow your career in a professional and supportive wealth management setting, we would love to hear from you.
Here’s how the job details align with your profile.
Pay
£26,000 - £28,000 a year
Job type
Part-time
Full-time
Location
Liverpool
Benefits
Pulled from the full job description
Company pension
Flexible schedule
Full job description
Wealth Management Admin – Liverpool (Hybrid)
Job Type: Full-time or Part-time (min. 25 hours per week)
Salary: £26,000 – £28,000 per year
Location: Liverpool (Hybrid working available)
A well‑established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced administrator to develop their career within a fast‑paced, client‑focused financial services environment.
The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing high‑quality financial planning services to high‑net‑worth individuals and successful business owners.
The Role
As a Wealth Management Assistant, you will provide essential support to advisers and clients, covering a wide range of administrative and operational duties, including:
Delivering comprehensive administrative support to advisers and wider colleagues
Managing and preparing key data for client reports and portfolio reviews
Producing meeting packs and writing follow‑up client meeting notes
Handling client and provider enquiries via phone, email, and letter
Managing and updating the Practices CRM system
Diary management for senior team members
Processing new business and liaising with relevant external administration teams
Ensuring the smooth day‑to‑day running of the practice through proactive organisation and attention to detail
Full training is provided, with clear opportunities for progression and professional development.
The Person
The ideal candidate will have:
Previous experience within an administrative or office support role
Financial services experience (Wealth Management, IFA, etc.) – desirable but not essential
Excellent customer service skills and the confidence to build strong client relationships
Strong IT skills, including Microsoft 365 and the ability to learn new systems quickly
High attention to detail and strong problem‑solving abilities
Excellent written and verbal communication skills
Strong organisational and time‑management capabilities
A professional, discreet, and proactive approach
Benefits
Competitive salary: £26,000–£28,000
Flexible working hours (25–35 hours per week)
Hybrid working
Company pension
Long‑term career development within a respected wealth management environment
If you are an organised, proactive administrator looking to grow your career in a professional and supportive wealth management setting, we would love to hear from you.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Management Administrator position is now open for candidates interested in the MIS Executive sector. This role in Liverpool offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
