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Wealth Management Administrator


Wealth Management Administrator


Are you an experienced Financial Services Administrator looking for a new role in the Bolton area? Are you ambitious, driven and confident and looking to work in an engaging environment and looking for a new challenge? If so, then this is the role for you! Our client- a clearly established name in the market and recognised as one of the North West's leading firms of Independent Financial Advisors is looking for an adminsitrator to work on their Wealth Management team. You will be responsible for undertaking all aspects of administration required to support SIPP/ SSAS accounts, from processing new business, transfers and contributions, ongoing servicing, client reporting and administering pension claims, handling customer and adviser enquiries in a professional and conscientious manner, demonstrating high levels of accuracy and customer service at all times.

The ideal candidate will have gained extensive experience in Financial services administration and platform experience is advantageous but not essential. We will consider candidates with a good understanding of Wealth management and/ or employee benefits and good computer literacy and internet skills are advantageous. You must also possess excellent written and verbal communication skills and experience of working in a role requiring high accuracy and productivity are also essential.

Please quote PSH1609-47 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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